Principia Wealth Advisory’s Lear LEA Stock Holding History

Principia Wealth Advisory’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	-6	Closed	-$568	–	891
2024 Q4	$568	Buy	+6	New	+$598	﹤0.01%	506

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

Principia Wealth Advisory's LEA Position: Q1 2025 in Review

Principia Wealth Advisory sold out of Lear (LEA) in Q1 2025, closing a stake of 6 shares — an estimated $568 sold.

Principia Wealth Advisory first reported a position in LEA in Q4 2024 and held it in 1 quarter. The position peaked at $568 in Q4 2024. 402 funds tracked by Wall St. Rank hold LEA as of Q1 2025.

Principia Wealth Advisory reported no remaining Lear position as of Q1 2025 after selling out during the quarter.
Principia Wealth Advisory sold 6 Lear shares in Q1 2025, an estimated $568.
Principia Wealth Advisory first reported a position in Lear in Q4 2024 and held it in 1 quarter.
Principia Wealth Advisory's Lear position peaked at $568 in Q4 2024.
402 funds tracked by Wall St. Rank held Lear as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.