Covestor’s Lear LEA Stock Holding History

Covestor’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	$108K	Sell	889 -1,594	-64%	-$199K	0.07%	259
2025 Q4	$284K	Buy	2,483 +311	+14%	+$33.2K	0.15%	116
2025 Q3	$218K	Sell	2,172 -466	-18%	-$48.4K	0.12%	177
2025 Q2	$251K	Buy	2,638 +237	+10%	+$20.8K	0.15%	105
2025 Q1	$212K	Buy	2,401 +298	+14%	+$28.3K	0.14%	139
2024 Q4	$199K	Buy	2,103 +328	+18%	+$32.7K	0.12%	175
2024 Q3	$194K	Buy	1,775 +457	+35%	+$51.9K	0.12%	186
2024 Q2	$151K	Buy	1,318 +126	+11%	+$16.1K	0.1%	271
2024 Q1	$173K	Buy	1,192 +510	+75%	+$69.8K	0.11%	216
2023 Q4	$96K	Buy	682 +239	+54%	+$32K	0.07%	521
2023 Q3	$59K	Buy	443 +252	+132%	+$36.5K	0.04%	689
2023 Q2	$27K	Buy	191 +116	+155%	+$15.3K	0.02%	1011
2023 Q1	$11K	Hold	75	–	–	0.01%	1269
2022 Q4	$9K	Sell	75 -2	-3%	-$265	0.01%	1372
2022 Q3	$9K	Sell	77 -668	-90%	-$92.3K	0.01%	1309
2022 Q2	$94K	Buy	745 +65	+10%	+$8.57K	0.08%	458
2022 Q1	$97K	Buy	680 +391	+135%	+$63.5K	0.07%	517
2021 Q4	$53K	Buy	+289	New	+$50.7K	0.07%	502

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