Edgestream Partners’s Lear LEA Stock Holding History

Edgestream Partners’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	$5.66M	Buy	+46,726	New	+$5.82M	0.19%	194
2025 Q4	–	Sell	-22,897	Closed	-$2.3M	–	1059
2025 Q3	$2.3M	Buy	+22,897	New	+$2.38M	0.07%	490
2025 Q1	–	Sell	-46,319	Closed	-$4.39M	–	945
2024 Q4	$4.39M	Buy	+46,319	New	+$4.61M	0.19%	189
2024 Q3	–	Sell	-38,136	Closed	-$4.36M	–	971
2024 Q2	$4.36M	Buy	+38,136	New	+$4.88M	0.21%	155
2023 Q4	–	Sell	-6,811	Closed	-$914K	–	960
2023 Q3	$914K	Buy	+6,811	New	+$985K	0.07%	426
2023 Q2	–	Sell	-2,038	Closed	-$284K	–	816
2023 Q1	$284K	Sell	2,038 -36,805	-95%	-$5.09M	0.03%	479
2022 Q4	$4.82M	Sell	38,843 -3,911	-9%	-$518K	0.54%	35
2022 Q3	$5.12M	Buy	+42,754	New	+$5.91M	0.4%	75
2021 Q4	–	Sell	-1,537	Closed	-$241K	–	538
2021 Q3	$241K	Sell	1,537 -3,316	-68%	-$543K	0.01%	447
2021 Q2	$851K	Buy	+4,853	New	+$898K	0.05%	309

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