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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 $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's LEA Position: Q2 2024 in Review

EP Wealth Advisors sold out of Lear (LEA) in Q2 2024, closing a stake of 3,765 shares — an estimated $545K sold.

EP Wealth Advisors first reported a position in LEA in Q2 2019 and held it in 7 quarters. The position peaked at $545K in Q1 2024. 443 funds tracked by Wall St. Rank hold LEA as of Q2 2024.

  • EP Wealth Advisors reported no remaining Lear position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 3,765 Lear shares in Q2 2024, an estimated $545K.
  • EP Wealth Advisors first reported a position in Lear in Q2 2019 and held it in 7 quarters.
  • EP Wealth Advisors's Lear position peaked at $545K in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Lear as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.