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AGF Investments LLC’s Lithia Motors LAD Stock Holding History

AGF Investments LLC’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
Q3 		$1.3M Buy
+6,072
New +$1.59M 0.12% 219
2021
Q1 		– Sell
-68
Closed -$20K – 470
2020
Q4 		$20K Sell
68
-48
-41% -$13.1K ﹤0.01% 422
2020
Q3 		$26K Buy
116
+88
+314% +$19.8K ﹤0.01% 397
2020
Q2 		$4K Sell
28
-105
-79% -$12K ﹤0.01% 517
2020
Q1 		$11K Buy
133
+67
+102% +$8.08K ﹤0.01% 458
2019
Q4 		$10K Sell
66
-3,583
-98% -$538K ﹤0.01% 502
2019
Q3 		$483K Buy
+3,649
New +$466K 0.11% 205

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AGF Investments LLC's LAD Position: Q3 2022 in Review

AGF Investments LLC opened a new position in Lithia Motors (LAD) in Q3 2022: 6,072 shares worth $1.3M. The stake represents 0.12% of the portfolio and ranks #219 among its holdings. This is a return to the name: AGF Investments LLC previously reported a position in LAD as recently as Q4 2020.

AGF Investments LLC first reported a position in LAD in Q3 2019 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • AGF Investments LLC held 6,072 shares of Lithia Motors worth $1.3M as of Q3 2022.
  • Lithia Motors was a new AGF Investments LLC position in Q3 2022.
  • Lithia Motors made up 0.12% of AGF Investments LLC's portfolio in Q3 2022, its #219 holding.
  • AGF Investments LLC first reported a position in Lithia Motors in Q3 2019 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.