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Bourgeon Capital Management’s Lithia Motors LAD Stock Holding History

Bourgeon Capital 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
-3
Closed -$1K – 432
2022
Q3 		$1K Buy
+3
New +$784 ﹤0.01% 340

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Bourgeon Capital Management's LAD Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in LAD in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 3 Lithia Motors shares in Q4 2022, an estimated $1K.
  • Bourgeon Capital Management first reported a position in Lithia Motors in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Lithia Motors position peaked at $1K in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.