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Advisor Partners II’s Lithia Motors LAD Stock Holding History

Advisor Partners II’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
Q3 		$302K Buy
1,024
+28
+3% +$8.53K 0.01% 952
2023
Q2 		$303K Buy
+996
New +$239K 0.01% 788

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Advisor Partners II's LAD Position: Q3 2023 in Review

Advisor Partners II increased its Lithia Motors (LAD) stake by 2.8% in Q3 2023, buying an estimated $8.53K and bringing the position to 1,024 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #952.

Advisor Partners II first reported a position in LAD in Q2 2023 and has held it in 2 quarters since. The position peaked at $303K in Q2 2023. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Advisor Partners II held 1,024 shares of Lithia Motors worth $302K as of Q3 2023.
  • Advisor Partners II bought 28 Lithia Motors shares in Q3 2023, an estimated $8.53K.
  • Lithia Motors made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #952 holding.
  • Advisor Partners II first reported a position in Lithia Motors in Q2 2023 and has held it in 2 quarters since.
  • Advisor Partners II's Lithia Motors position peaked at $303K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.