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Andreas Halvorsen’s Lithia Motors LAD Stock Holding History

Andreas Halvorsen’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
Q2 		– Sell
-316,904
Closed -$95.1M – 88
2022
Q1 		$95.1M Sell
316,904
-474,180
-60% -$148M 0.38% 63
2021
Q4 		$235M Sell
791,084
-12,388
-2% -$3.83M 0.68% 43
2021
Q3 		$255M Sell
803,472
-4,021
-0.5% -$1.4M 0.7% 47
2021
Q2 		$277M Buy
807,493
+482,112
+148% +$174M 0.84% 39
2021
Q1 		$127M Buy
+325,381
New +$117M 0.38% 61

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Andreas Halvorsen's LAD Position: Q2 2022 in Review

Andreas Halvorsen sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 316,904 shares — an estimated $95.1M sold.

Andreas Halvorsen first reported a position in LAD in Q1 2021 and held it in 5 quarters. The position peaked at $277M in Q2 2021. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

  • Andreas Halvorsen reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
  • Andreas Halvorsen sold 316,904 Lithia Motors shares in Q2 2022, an estimated $95.1M.
  • Andreas Halvorsen first reported a position in Lithia Motors in Q1 2021 and held it in 5 quarters.
  • Andreas Halvorsen's Lithia Motors position peaked at $277M in Q2 2021.
  • 416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Viking Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.