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Arden Trust’s Lithia Motors LAD Stock Holding History

Arden Trust’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 		– Sell
-747
Closed -$206K – 267
2022
Q2 		$206K Sell
747
-14
-2% -$4.08K 0.05% 257
2022
Q1 		$229K Sell
761
-3
-0.4% -$937 0.04% 249
2021
Q4 		$227K Sell
764
-2
-0.3% -$618 0.04% 278
2021
Q3 		$243K Buy
766
+25
+3% +$8.7K 0.04% 263
2021
Q2 		$254K Sell
741
-25
-3% -$9.04K 0.04% 276
2021
Q1 		$299K Sell
766
-31
-4% -$11.1K 0.05% 256
2020
Q4 		$234K Buy
+797
New +$218K 0.04% 288
2020
Q2 		– Sell
-2
Closed – – 561
2020
Q1 		$0 Buy
+2
New +$241 ﹤0.01% 777

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arden Trust's LAD Position: Q3 2022 in Review

Arden Trust sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 747 shares — an estimated $206K sold.

Arden Trust first reported a position in LAD in Q1 2020 and held it in 8 quarters. The position peaked at $299K in Q1 2021. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Arden Trust reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • Arden Trust sold 747 Lithia Motors shares in Q3 2022, an estimated $206K.
  • Arden Trust first reported a position in Lithia Motors in Q1 2020 and held it in 8 quarters.
  • Arden Trust's Lithia Motors position peaked at $299K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Arden Trust's 13F filing for Q3 2022, filed 20 Oct 2022.