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Alhambra Investment Management’s Lithia Motors LAD Stock Holding History

Alhambra Investment 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
2022
Q4 		– Sell
-2,949
Closed -$633K – 148
2022
Q3 		$633K Buy
2,949
+172
+6% +$44.9K 0.48% 60
2022
Q2 		$763K Buy
2,777
+118
+4% +$34.4K 0.55% 50
2022
Q1 		$798K Buy
+2,659
New +$830K 0.53% 53

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alhambra Investment Management's LAD Position: Q4 2022 in Review

Alhambra Investment Management sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 2,949 shares — an estimated $633K sold.

Alhambra Investment Management first reported a position in LAD in Q1 2022 and held it in 3 quarters. The position peaked at $798K in Q1 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Alhambra Investment Management reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Alhambra Investment Management sold 2,949 Lithia Motors shares in Q4 2022, an estimated $633K.
  • Alhambra Investment Management first reported a position in Lithia Motors in Q1 2022 and held it in 3 quarters.
  • Alhambra Investment Management's Lithia Motors position peaked at $798K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Alhambra Investment Management's 13F filing for Q4 2022, filed 19 Jan 2023.