EWA
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EP Wealth Advisors’s Lear LEA Stock Holding History

EP Wealth 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
2024
Q2 		– Sell
-3,765
Closed -$545K – 877
2024
Q1 		$545K Buy
3,765
+36
+1% +$4.93K 0.01% 495
2023
Q4 		$527K Buy
+3,729
New +$500K 0.01% 478
2022
Q1 		– Sell
-1,243
Closed -$227K – 650
2021
Q4 		$227K Buy
+1,243
New +$218K 0.01% 510
2021
Q3 		– Sell
-1,230
Closed -$216K – 550
2021
Q2 		$216K Buy
1,230
+9
+0.7% +$1.67K 0.01% 499
2021
Q1 		$221K Buy
+1,221
New +$206K 0.01% 456
2020
Q1 		– Sell
-1,497
Closed -$205K – 406
2019
Q4 		$205K Buy
+1,497
New +$186K 0.01% 392
2019
Q3 		– Sell
-1,511
Closed -$210K – 363
2019
Q2 		$210K Buy
+1,511
New +$212K 0.01% 292

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return