Benjamin F. Edwards & Company’s Lithia Motors LAD Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$116K	Buy	459 +52	+13%	+$13.6K	﹤0.01%	1069
2024 Q1	$122K	Sell	407 -5	-1%	-$1.48K	﹤0.01%	1043
2023 Q4	$135K	Buy	412 +405	+5,786%	+$111K	﹤0.01%	989
2023 Q3	$2K	Hold	7	–	–	﹤0.01%	1672
2023 Q2	$2K	Hold	7	–	–	﹤0.01%	1671
2023 Q1	$2K	Hold	7	–	–	﹤0.01%	1678
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	1789
2022 Q3	$2K	Sell	7 -13	-65%	-$3.4K	﹤0.01%	1718
2022 Q2	$5K	Buy	20 +13	+186%	+$3.79K	﹤0.01%	1542
2022 Q1	$2K	Buy	+7	New	+$2.19K	﹤0.01%	1660
2019 Q4	–	Sell	-69	Closed	-$9K	–	1911
2019 Q3	$9K	Hold	69	–	–	﹤0.01%	1438
2019 Q2	$8K	Hold	69	–	–	﹤0.01%	1487
2019 Q1	$6K	Hold	69	–	–	﹤0.01%	1442
2018 Q4	$5K	Buy	+69	New	+$5.46K	﹤0.01%	1462
2017 Q1	–	Sell	-729	Closed	-$71K	–	1365
2016 Q4	$71K	Buy	+729	New	+$66.8K	0.01%	553

Other funds holding LAD

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Benjamin F. Edwards & Company's LAD Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Lithia Motors (LAD) stake by 13% in Q2 2024, buying an estimated $13.6K and bringing the position to 459 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Benjamin F. Edwards & Company first reported a position in LAD in Q4 2016 and has held it in 15 quarters since. The position peaked at $135K in Q4 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

Benjamin F. Edwards & Company held 459 shares of Lithia Motors worth $116K as of Q2 2024.
Benjamin F. Edwards & Company bought 52 Lithia Motors shares in Q2 2024, an estimated $13.6K.
Lithia Motors made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1069 holding.
Benjamin F. Edwards & Company first reported a position in Lithia Motors in Q4 2016 and has held it in 15 quarters since.
Benjamin F. Edwards & Company's Lithia Motors position peaked at $135K in Q4 2023.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.