Baird Financial Group
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Baird Financial Group’s Lithia Motors LAD Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-1,096
Closed -$325K – 1884
2021
Q4 		$325K Buy
1,096
+32
+3% +$9.88K ﹤0.01% 1639
2021
Q3 		$337K Buy
+1,064
New +$370K ﹤0.01% 1623
2016
Q1 		– Sell
-42,574
Closed -$4.54M – 1249
2015
Q4 		$4.54M Buy
42,574
+1,265
+3% +$145K 0.05% 360
2015
Q3 		$4.47M Sell
41,309
-11,072
-21% -$1.24M 0.05% 351
2015
Q2 		$5.93M Buy
+52,381
New +$5.58M 0.06% 303

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
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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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

Baird Financial Group's LAD Position: Q1 2022 in Review

Baird Financial Group sold out of Lithia Motors (LAD) in Q1 2022, closing a stake of 1,096 shares — an estimated $325K sold.

Baird Financial Group first reported a position in LAD in Q2 2015 and held it in 5 quarters. The position peaked at $5.93M in Q2 2015. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Baird Financial Group reported no remaining Lithia Motors position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 1,096 Lithia Motors shares in Q1 2022, an estimated $325K.
  • Baird Financial Group first reported a position in Lithia Motors in Q2 2015 and held it in 5 quarters.
  • Baird Financial Group's Lithia Motors position peaked at $5.93M in Q2 2015.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.