American Portfolios Advisors’s Lithia Motors LAD Stock Holding History

American Portfolios Advisors’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	$37.3K	Hold	174	–	–	﹤0.01%	1870
2022 Q2	$47.8K	Sell	174 -194	-53%	-$56.6K	﹤0.01%	1786
2022 Q1	$110K	Hold	368	–	–	﹤0.01%	1451
2021 Q4	$109K	Hold	368	–	–	﹤0.01%	1470
2021 Q3	$117K	Buy	368 +231	+169%	+$80.4K	﹤0.01%	1381
2021 Q2	$47.1K	Sell	137 -12	-8%	-$4.34K	﹤0.01%	1752
2021 Q1	$58.1K	Buy	149 +16	+12%	+$5.75K	﹤0.01%	1550
2020 Q4	$38.9K	Sell	133 -6	-4%	-$1.64K	﹤0.01%	1516
2020 Q3	$31.7K	Buy	+139	New	+$31.3K	﹤0.01%	1495
2020 Q1	–	Sell	-8	Closed	-$1.18K	–	2852
2019 Q4	$1.18K	Hold	8	–	–	﹤0.01%	2669
2019 Q3	$1.06K	Buy	+8	New	+$1.02K	﹤0.01%	2629

Other funds holding LAD

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Portfolios Advisors's LAD Position: Q3 2022 in Review

American Portfolios Advisors held its Lithia Motors (LAD) position steady in Q3 2022 at 174 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

American Portfolios Advisors first reported a position in LAD in Q3 2019 and has held it in 11 quarters since. The position peaked at $117K in Q3 2021. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

American Portfolios Advisors held 174 shares of Lithia Motors worth $37.3K as of Q3 2022.
American Portfolios Advisors left its Lithia Motors share count unchanged in Q3 2022.
Lithia Motors made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1870 holding.
American Portfolios Advisors first reported a position in Lithia Motors in Q3 2019 and has held it in 11 quarters since.
American Portfolios Advisors's Lithia Motors position peaked at $117K in Q3 2021.
393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.