Advisor Partners’s Lithia Motors LAD Stock Holding History

Advisor Partners’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
2022 Q2	–	Sell	-725	Closed	-$218K	–	868
2022 Q1	$218K	Buy	+725	New	+$226K	0.01%	791

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Partners's LAD Position: Q2 2022 in Review

Advisor Partners sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 725 shares — an estimated $218K sold.

Advisor Partners first reported a position in LAD in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

Advisor Partners reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 725 Lithia Motors shares in Q2 2022, an estimated $218K.
Advisor Partners first reported a position in Lithia Motors in Q1 2022 and held it in 1 quarter.
Advisor Partners's Lithia Motors position peaked at $218K in Q1 2022.
416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.