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AE Wealth Management’s Lithia Motors LAD Stock Holding History

AE Wealth 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
2024
Q1 		– Sell
-1,946
Closed -$581K – 1622
2023
Q4 		$581K Buy
+1,946
New +$534K ﹤0.01% 1362
2022
Q1 		– Sell
-2,703
Closed -$803K – 1757
2021
Q4 		$803K Buy
+2,703
New +$835K 0.01% 1035
2020
Q3 		– Sell
-3,690
Closed -$558K – 1329
2020
Q2 		$558K Buy
+3,690
New +$422K 0.01% 835

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AE Wealth Management's LAD Position: Q1 2024 in Review

AE Wealth Management sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 1,946 shares — an estimated $581K sold.

AE Wealth Management first reported a position in LAD in Q2 2020 and held it in 3 quarters. The position peaked at $803K in Q4 2021. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • AE Wealth Management reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,946 Lithia Motors shares in Q1 2024, an estimated $581K.
  • AE Wealth Management first reported a position in Lithia Motors in Q2 2020 and held it in 3 quarters.
  • AE Wealth Management's Lithia Motors position peaked at $803K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.