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Acrisure Capital Management’s Lithia Motors LAD Stock Holding History

Acrisure Capital Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,002
Closed -$205K – 323
2022
Q4 		$205K Buy
+1,002
New +$214K 0.23% 198

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MP
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Acrisure Capital Management's LAD Position: Q1 2023 in Review

Acrisure Capital Management sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 1,002 shares — an estimated $205K sold.

Acrisure Capital Management first reported a position in LAD in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Acrisure Capital Management reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 1,002 Lithia Motors shares in Q1 2023, an estimated $205K.
  • Acrisure Capital Management first reported a position in Lithia Motors in Q4 2022 and held it in 1 quarter.
  • Acrisure Capital Management's Lithia Motors position peaked at $205K in Q4 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Acrisure Capital Management's 13F filing for Q1 2023, filed 15 May 2023.