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

Other funds holding LAD

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

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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. 373 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.
373 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.