Advisory Research’s Lithia Motors LAD Stock Holding History

Advisory Research’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	-745	Closed	-$224K	–	403
2022 Q1	$224K	Buy	+745	New	+$233K	0.02%	330

Other funds holding LAD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's LAD Position: Q2 2022 in Review

Advisory Research sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 745 shares — an estimated $224K sold.

Advisory Research first reported a position in LAD in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

Advisory Research reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 745 Lithia Motors shares in Q2 2022, an estimated $224K.
Advisory Research first reported a position in Lithia Motors in Q1 2022 and held it in 1 quarter.
Advisory Research's Lithia Motors position peaked at $224K in Q1 2022.
416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.