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Venturi Wealth Management’s Lear LEA Stock Holding History

Venturi 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
2025
Q1 		– Sell
-257
Closed -$24.3K – 1284
2024
Q4 		$24.3K Buy
+257
New +$25.6K ﹤0.01% 1216
2023
Q2 		– Sell
-29
Closed -$4.05K – 1202
2023
Q1 		$4.05K Buy
+29
New +$4.01K ﹤0.01% 869

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Venturi Wealth Management's LEA Position: Q1 2025 in Review

Venturi Wealth Management sold out of Lear (LEA) in Q1 2025, closing a stake of 257 shares — an estimated $24.3K sold.

Venturi Wealth Management first reported a position in LEA in Q1 2023 and held it in 2 quarters. The position peaked at $24.3K in Q4 2024. 402 funds tracked by Wall St. Rank hold LEA as of Q1 2025.

  • Venturi Wealth Management reported no remaining Lear position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 257 Lear shares in Q1 2025, an estimated $24.3K.
  • Venturi Wealth Management first reported a position in Lear in Q1 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Lear position peaked at $24.3K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Lear as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.