Bell Investment Advisors’s Lear LEA Stock Holding History

Bell Investment Advisors’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
2026 Q1	$18K	Buy	149 +4	+3%	+$499	﹤0.01%	470
2025 Q4	$16.6K	Buy	145 +79	+120%	+$8.44K	﹤0.01%	509
2025 Q3	$6.64K	Sell	66 -51	-44%	-$5.3K	﹤0.01%	797
2025 Q2	$11.1K	Buy	117 +87	+290%	+$7.65K	﹤0.01%	633
2025 Q1	$2.65K	Buy	30 +7	+30%	+$664	﹤0.01%	1195
2024 Q4	$2.18K	Buy	+23	New	+$2.29K	﹤0.01%	1302
2024 Q3	–	Sell	-8	Closed	-$914	–	1911
2024 Q2	$914	Hold	8	–	–	﹤0.01%	1638
2024 Q1	$1.16K	Sell	8 -8	-50%	-$1.09K	﹤0.01%	1558
2023 Q4	$2.26K	Buy	16 +12	+300%	+$1.61K	﹤0.01%	1278
2023 Q3	$537	Hold	4	–	–	﹤0.01%	1761
2023 Q2	$575	Hold	4	–	–	﹤0.01%	1772
2023 Q1	$558	Hold	4	–	–	﹤0.01%	1772
2022 Q4	$496	Sell	4 -6	-60%	-$795	﹤0.01%	1846
2022 Q3	$1K	Sell	10 -12	-55%	-$1.66K	﹤0.01%	1465
2022 Q2	$3K	Buy	+22	New	+$2.9K	﹤0.01%	964
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	1499
2021 Q3	$0	Buy	+3	New	+$491	﹤0.01%	1781

Other funds holding LEA

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return