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Crewe Advisors’s Lear LEA Stock Holding History

Crewe 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
2025
Q2 		– Sell
-5
Closed -$442 – 804
2025
Q1 		$442 Buy
+5
New +$474 ﹤0.01% 637
2023
Q3 		– Sell
-1
Closed -$144 – 767
2023
Q2 		$144 Buy
+1
New +$132 ﹤0.01% 777
2022
Q4 		– Sell
-35
Closed -$4K – 1165
2022
Q3 		$4K Hold
35
– – ﹤0.01% 900
2022
Q2 		$4K Buy
+35
New +$4.62K ﹤0.01% 822
2020
Q4 		– Sell
-17
Closed -$2K – 564
2020
Q3 		$2K Buy
+17
New +$1.94K ﹤0.01% 514

Other funds holding LEA

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return