Aviva’s Lithia Motors LAD Stock Holding History

Aviva’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	-10,383	Closed	-$2.85M	–	1037
2022 Q2	$2.85M	Buy	10,383 +3,342	+47%	+$974K	0.02%	697
2022 Q1	$2.11M	Buy	+7,041	New	+$2.2M	0.01%	830

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Chicago, Illinois $75B AUM 11.27% 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

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

Aviva's LAD Position: Q3 2022 in Review

Aviva sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 10,383 shares — an estimated $2.85M sold.

Aviva first reported a position in LAD in Q1 2022 and held it in 2 quarters. The position peaked at $2.85M in Q2 2022. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

Aviva reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
Aviva sold 10,383 Lithia Motors shares in Q3 2022, an estimated $2.85M.
Aviva first reported a position in Lithia Motors in Q1 2022 and held it in 2 quarters.
Aviva's Lithia Motors position peaked at $2.85M in Q2 2022.
393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Aviva's 13F filing for Q3 2022, filed 14 Nov 2022.