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Belpointe Asset Management’s Lithia Motors LAD Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-879
Closed -$201K – 2102
2023
Q1 		$201K Buy
879
+385
+78% +$93.6K 0.01% 929
2022
Q4 		$101K Buy
+494
New +$106K 0.01% 1228

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Belpointe Asset Management's LAD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 879 shares — an estimated $201K sold.

Belpointe Asset Management first reported a position in LAD in Q4 2022 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 879 Lithia Motors shares in Q2 2023, an estimated $201K.
  • Belpointe Asset Management first reported a position in Lithia Motors in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Lithia Motors position peaked at $201K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.