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Almanack Investment Partners’s Lithia Motors LAD Stock Holding History

Almanack Investment 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
Q4 		– Sell
-6
Closed -$2K – 721
2022
Q3 		$2K Buy
+6
New +$1.57K ﹤0.01% 736

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Harris Associates
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BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
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Royal London Asset Management
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AllianceBernstein
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Almanack Investment Partners's LAD Position: Q4 2022 in Review

Almanack Investment Partners sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 6 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in LAD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Almanack Investment Partners reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 6 Lithia Motors shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in Lithia Motors in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Lithia Motors position peaked at $2K in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.