Optimize Financial’s Lear LEA Stock Holding History

Optimize Financial’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 Q1	–	Sell	-4,786	Closed	-$453K	–	257
2024 Q4	$453K	Buy	+4,786	New	+$477K	0.34%	84

Other funds holding LEA

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Optimize Financial's LEA Position: Q1 2025 in Review

Optimize Financial sold out of Lear (LEA) in Q1 2025, closing a stake of 4,786 shares — an estimated $453K sold.

Optimize Financial first reported a position in LEA in Q4 2024 and held it in 1 quarter. The position peaked at $453K in Q4 2024. 402 funds tracked by Wall St. Rank hold LEA as of Q1 2025.

Optimize Financial reported no remaining Lear position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 4,786 Lear shares in Q1 2025, an estimated $453K.
Optimize Financial first reported a position in Lear in Q4 2024 and held it in 1 quarter.
Optimize Financial's Lear position peaked at $453K in Q4 2024.
402 funds tracked by Wall St. Rank held Lear as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.