Sugarloaf Wealth Management’s Lear LEA Stock Holding History

Sugarloaf Wealth Management’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 Q4	$9.75K	Hold	103	–	–	﹤0.01%	505
2024 Q3	$11.2K	Hold	103	–	–	﹤0.01%	489
2024 Q2	$11.8K	Hold	103	–	–	﹤0.01%	458
2024 Q1	$14.9K	Hold	103	–	–	﹤0.01%	444
2023 Q4	$14.5K	Hold	103	–	–	﹤0.01%	442
2023 Q3	$13.8K	Hold	103	–	–	﹤0.01%	431
2023 Q2	$14.8K	Hold	103	–	–	﹤0.01%	432
2023 Q1	$14.4K	Hold	103	–	–	﹤0.01%	435
2022 Q4	$12.8K	Hold	103	–	–	﹤0.01%	465
2022 Q3	$13K	Hold	103	–	–	﹤0.01%	480
2022 Q2	$13K	Hold	103	–	–	﹤0.01%	481
2022 Q1	$15K	Hold	103	–	–	﹤0.01%	449
2021 Q4	$19K	Hold	103	–	–	﹤0.01%	435
2021 Q3	$16K	Hold	103	–	–	﹤0.01%	465
2021 Q2	$18K	Hold	103	–	–	﹤0.01%	434
2021 Q1	$19	Hold	103	–	–	0.01%	415
2020 Q4	$16K	Hold	103	–	–	0.01%	421
2020 Q3	$11K	Hold	103	–	–	﹤0.01%	447
2020 Q2	$11K	Hold	103	–	–	﹤0.01%	436
2020 Q1	$8K	Hold	103	–	–	﹤0.01%	462
2019 Q4	$14K	Buy	+103	New	+$12.8K	0.01%	427

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Sugarloaf Wealth Management's LEA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Lear (LEA) position steady in Q4 2024 at 103 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Sugarloaf Wealth Management first reported a position in LEA in Q4 2019 and has held it in 21 quarters since. The position peaked at $19K in Q4 2021. 400 funds tracked by Wall St. Rank hold LEA as of Q4 2024.

Sugarloaf Wealth Management held 103 shares of Lear worth $9.75K as of Q4 2024.
Sugarloaf Wealth Management left its Lear share count unchanged in Q4 2024.
Lear made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #505 holding.
Sugarloaf Wealth Management first reported a position in Lear in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Lear position peaked at $19K in Q4 2021.
400 funds tracked by Wall St. Rank held Lear as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.