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Amalgamated Financial’s Lithia Motors LAD Stock Holding History

Amalgamated Financial’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
Q1 		$6.29M Buy
+20,972
New +$6.55M 0.05% 352

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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

Amalgamated Financial's LAD Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Lithia Motors (LAD) in Q1 2022: 20,972 shares worth $6.29M. The stake represents 0.05% of the portfolio and ranks #352 among its holdings.

425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Amalgamated Financial held 20,972 shares of Lithia Motors worth $6.29M as of Q1 2022.
  • Lithia Motors was a new Amalgamated Financial position in Q1 2022.
  • Lithia Motors made up 0.05% of Amalgamated Financial's portfolio in Q1 2022, its #352 holding.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.