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Blue Bell Private Wealth Management’s Lithia Motors LAD Stock Holding History

Blue Bell Private Wealth 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
2022
Q4 		– Sell
-14
Closed -$3K – 719
2022
Q3 		$3K Hold
14
– – ﹤0.01% 553
2022
Q2 		$4K Hold
14
– – ﹤0.01% 552
2022
Q1 		$4K Hold
14
– – ﹤0.01% 591
2021
Q4 		$4K Buy
+14
New +$4.33K ﹤0.01% 567

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Blue Bell Private Wealth Management's LAD Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 14 shares — an estimated $3K sold.

Blue Bell Private Wealth Management first reported a position in LAD in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 372 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 14 Lithia Motors shares in Q4 2022, an estimated $3K.
  • Blue Bell Private Wealth Management first reported a position in Lithia Motors in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Lithia Motors position peaked at $4K in Q2 2022.
  • 372 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.