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Capital Advisors Ltd’s Lear LEA Stock Holding History

Capital Advisors Ltd’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 		$17K Hold
137
– – ﹤0.01% 708
2025
Q4 		$16K Hold
137
– – ﹤0.01% 705
2025
Q3 		$14K Hold
137
– – ﹤0.01% 726
2025
Q2 		$13K Buy
+137
New +$12K ﹤0.01% 729
2025
Q1 		– Sell
-10
Closed -$1K – 1474
2024
Q4 		$1K Buy
+10
New +$996 ﹤0.01% 1238
2024
Q3 		– Sell
-4
Closed – – 1507
2024
Q2 		$0 Buy
+4
New +$512 ﹤0.01% 1526
2022
Q4 		– Sell
-25
Closed -$3K – 1447
2022
Q3 		$3K Buy
25
+17
+213% +$2.35K ﹤0.01% 750
2022
Q2 		$1K Buy
+8
New +$1.05K ﹤0.01% 820

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return