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Aperture Investors’s Lithia Motors LAD Stock Holding History

Aperture Investors’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
Q1 		– Sell
-4,542
Closed -$930K – 80
2022
Q4 		$930K Sell
4,542
-1,984
-30% -$424K 0.15% 62
2022
Q3 		$1.4M Sell
6,526
-3,397
-34% -$888K 0.23% 59
2022
Q2 		$2.73M Sell
9,923
-2,193
-18% -$639K 0.45% 49
2022
Q1 		$3.64M Sell
12,116
-3,880
-24% -$1.21M 0.47% 50
2021
Q4 		$4.75M Sell
15,996
-4,062
-20% -$1.25M 0.61% 45
2021
Q3 		$6.36M Sell
20,058
-1,836
-8% -$639K 0.85% 39
2021
Q2 		$7.52M Buy
21,894
+11,358
+108% +$4.11M 0.86% 41
2021
Q1 		$4.11M Sell
10,536
-5,818
-36% -$2.09M 0.63% 52
2020
Q4 		$4.79M Buy
+16,354
New +$4.47M 0.81% 45

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Aperture Investors's LAD Position: Q1 2023 in Review

Aperture Investors sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 4,542 shares — an estimated $930K sold.

Aperture Investors first reported a position in LAD in Q4 2020 and held it in 9 quarters. The position peaked at $7.52M in Q2 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Aperture Investors reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Aperture Investors sold 4,542 Lithia Motors shares in Q1 2023, an estimated $930K.
  • Aperture Investors first reported a position in Lithia Motors in Q4 2020 and held it in 9 quarters.
  • Aperture Investors's Lithia Motors position peaked at $7.52M in Q2 2021.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Aperture Investors's 13F filing for Q1 2023, filed 15 May 2023.