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Cassady Schiller Wealth Management’s Lear LEA Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$379 Buy
+4
New +$398 ﹤0.01% 1018
2022
Q1 		– Sell
-1
Closed – – 370
2021
Q4 		$0 Buy
+1
New +$176 ﹤0.01% 605

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's LEA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Lear (LEA) in Q4 2024: 4 shares worth $379. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in LEA as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in LEA in Q4 2021 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold LEA as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of Lear worth $379 as of Q4 2024.
  • Lear was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Lear made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1018 holding.
  • Cassady Schiller Wealth Management first reported a position in Lear in Q4 2021 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Lear as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.