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Anchor Investment Management’s Lithia Motors LAD Stock Holding History

Anchor 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
2023
Q3 		– Sell
-150
Closed -$45.6K – 992
2023
Q2 		$45.6K Sell
150
-550
-79% -$132K 0.01% 522
2023
Q1 		$160K Sell
700
-50
-7% -$12.2K 0.02% 379
2022
Q4 		$154K Sell
750
-275
-27% -$58.8K 0.02% 376
2022
Q3 		$220K Hold
1,025
– – 0.03% 323
2022
Q2 		$282K Buy
1,025
+550
+116% +$160K 0.04% 299
2022
Q1 		$143K Buy
+475
New +$148K 0.02% 421

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Anchor Investment Management's LAD Position: Q3 2023 in Review

Anchor Investment Management sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 150 shares — an estimated $45.6K sold.

Anchor Investment Management first reported a position in LAD in Q1 2022 and held it in 6 quarters. The position peaked at $282K in Q2 2022. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Anchor Investment Management reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 150 Lithia Motors shares in Q3 2023, an estimated $45.6K.
  • Anchor Investment Management first reported a position in Lithia Motors in Q1 2022 and held it in 6 quarters.
  • Anchor Investment Management's Lithia Motors position peaked at $282K in Q2 2022.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.