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Bridgeway Capital Management’s Lithia Motors LAD Stock Holding History

Bridgeway 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
2021
Q4 		– Sell
-6,500
Closed -$2.06M – 1296
2021
Q3 		$2.06M Hold
6,500
– – 0.04% 607
2021
Q2 		$2.23M Buy
6,500
+5,400
+491% +$1.95M 0.04% 589
2021
Q1 		$429K Buy
1,100
+300
+38% +$108K 0.01% 1132
2020
Q4 		$234K Buy
+800
New +$219K ﹤0.01% 1177
2016
Q3 		– Sell
-24,500
Closed -$1.74M – 1461
2016
Q2 		$1.74M Sell
24,500
-250
-1% -$20K 0.03% 578
2016
Q1 		$2.16M Hold
24,750
– – 0.04% 493
2015
Q4 		$2.64M Sell
24,750
-1,000
-4% -$115K 0.05% 398
2015
Q3 		$2.78M Buy
25,750
+20,800
+420% +$2.33M 0.06% 365
2015
Q2 		$560K Sell
4,950
-1,000
-17% -$106K 0.01% 1022
2015
Q1 		$591K Buy
5,950
+250
+4% +$22.5K 0.01% 1015
2014
Q4 		$494K Sell
5,700
-34,700
-86% -$2.69M 0.01% 1070
2014
Q3 		$3.06M Buy
40,400
+34,200
+552% +$3.03M 0.08% 319
2014
Q2 		$583K Sell
6,200
-2,000
-24% -$153K 0.02% 1013
2014
Q1 		$545K Buy
8,200
+800
+11% +$50K 0.02% 1035
2013
Q4 		$514K Buy
+7,400
New +$497K 0.02% 1032

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Bridgeway Capital Management's LAD Position: Q4 2021 in Review

Bridgeway Capital Management sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 6,500 shares — an estimated $2.06M sold.

Bridgeway Capital Management first reported a position in LAD in Q4 2013 and held it in 15 quarters. The position peaked at $3.06M in Q3 2014. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

  • Bridgeway Capital Management reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
  • Bridgeway Capital Management sold 6,500 Lithia Motors shares in Q4 2021, an estimated $2.06M.
  • Bridgeway Capital Management first reported a position in Lithia Motors in Q4 2013 and held it in 15 quarters.
  • Bridgeway Capital Management's Lithia Motors position peaked at $3.06M in Q3 2014.
  • 430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Bridgeway Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.