Richwood Investment Advisors’s Lear LEA Stock Holding History

Richwood Investment 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
2026 Q1	$347K	Sell	2,869 -20	-0.7%	-$2.49K	0.27%	77
2025 Q4	$407K	Buy	2,889 +135	+5%	+$14.4K	0.29%	74
2025 Q3	$277K	Sell	2,754 -58	-2%	-$6.02K	0.22%	88
2025 Q2	$267K	Hold	2,812	–	–	0.22%	88
2025 Q1	$248K	Buy	2,812 +95	+3%	+$9.01K	0.21%	90
2024 Q4	$257K	Sell	2,717 -105	-4%	-$10.5K	0.21%	90
2024 Q3	$308K	Sell	2,822 -15	-0.5%	-$1.71K	0.25%	80
2024 Q2	$324K	Buy	2,837 +323	+13%	+$41.3K	0.28%	77
2024 Q1	$364K	Sell	2,514 -100	-4%	-$13.7K	0.32%	74
2023 Q4	$369K	Sell	2,614 -505	-16%	-$67.7K	0.35%	72
2023 Q3	$419K	Hold	3,119	–	–	0.43%	64
2023 Q2	$448K	Sell	3,119 -358	-10%	-$47.3K	0.44%	61
2023 Q1	$485K	Hold	3,477	–	–	0.48%	57
2022 Q4	$431K	Sell	3,477 -742	-18%	-$98.3K	0.43%	64
2022 Q3	$505K	Sell	4,219 -115	-3%	-$15.9K	0.55%	51
2022 Q2	$546K	Hold	4,334	–	–	0.55%	50
2022 Q1	$618K	Buy	4,334 +910	+27%	+$148K	0.55%	53
2021 Q4	$626K	Buy	+3,424	New	+$601K	0.55%	44

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