WT
LEA icon

Whittier Trust’s Lear LEA Stock Holding History

Whittier Trust’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-47
Closed -$6.31K – 1598
2023
Q3 		$6.31K Buy
+47
New +$6.8K ﹤0.01% 1335
2023
Q2 		– Sell
-86
Closed -$12K – 1592
2023
Q1 		$12K Buy
+86
New +$11.9K ﹤0.01% 1271
2022
Q4 		– Sell
-3
Closed – – 1672
2022
Q3 		$0 Sell
3
-6
-67% -$829 ﹤0.01% 1710
2022
Q2 		$1K Buy
9
+3
+50% +$396 ﹤0.01% 1621
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1645
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1541
2021
Q3 		$1K Buy
+6
New +$982 ﹤0.01% 1454

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return