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Waterfront Wealth’s Lear LEA Stock Holding History

Waterfront Wealth’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 		$2.11M Buy
17,404
+89
+0.5% +$11.1K 0.39% 83
2025
Q4 		$2.07M Buy
17,315
+481
+3% +$51.4K 0.39% 80
2025
Q3 		$1.69M Buy
16,834
+186
+1% +$19.3K 0.35% 85
2025
Q2 		$1.58M Buy
16,648
+1,650
+11% +$145K 0.35% 77
2025
Q1 		$1.32M Sell
14,998
-61
-0.4% -$5.79K 0.32% 95
2024
Q4 		$1.43M Buy
15,059
+2,530
+20% +$252K 0.35% 86
2024
Q3 		$1.25M Buy
+12,529
New +$1.42M 0.31% 93
2023
Q2 		– Sell
-2,349
Closed -$328K – 253
2023
Q1 		$328K Buy
2,349
+1
+0% +$138 0.11% 193
2022
Q4 		$330K Buy
2,348
+22
+0.9% +$2.92K 0.11% 194
2022
Q3 		$320K Buy
2,326
+16
+0.7% +$2.21K 0.12% 186
2022
Q2 		$291K Buy
2,310
+68
+3% +$8.97K 0.12% 190
2022
Q1 		$288K Sell
2,242
-265
-11% -$43.1K 0.1% 196
2021
Q4 		$459K Sell
2,507
-1,616
-39% -$284K 0.18% 127
2021
Q3 		$645K Buy
4,123
+117
+3% +$19.1K 0.31% 78
2021
Q2 		$702K Buy
4,006
+192
+5% +$35.5K 0.33% 76
2021
Q1 		$687K Buy
3,814
+1,418
+59% +$239K 0.35% 76
2020
Q4 		$381K Buy
+2,396
New +$337K 0.27% 87

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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
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