Avestar Capital’s Lithia Motors LAD Stock Holding History

Avestar Capital’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	-1,695	Closed	-$509K	–	356
2022 Q1	$509K	Buy	+1,695	New	+$529K	0.08%	228
2018 Q3	–	Sell	-62	Closed	-$5K	–	927
2018 Q2	$5K	Hold	62	–	–	﹤0.01%	572
2018 Q1	$6K	Hold	62	–	–	﹤0.01%	505
2017 Q4	$7K	Buy	+62	New	+$7.21K	0.01%	503

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avestar Capital's LAD Position: Q2 2022 in Review

Avestar Capital sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 1,695 shares — an estimated $509K sold.

Avestar Capital first reported a position in LAD in Q4 2017 and held it in 4 quarters. The position peaked at $509K in Q1 2022. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

Avestar Capital reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 1,695 Lithia Motors shares in Q2 2022, an estimated $509K.
Avestar Capital first reported a position in Lithia Motors in Q4 2017 and held it in 4 quarters.
Avestar Capital's Lithia Motors position peaked at $509K in Q1 2022.
416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.