C.M. Bidwell & Associates’s Lithia Motors LAD Stock Holding History

C.M. Bidwell & Associates’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
2023 Q4	–	Sell	-483	Closed	-$143K	–	536
2023 Q3	$143K	Sell	483 -14	-3%	-$4.27K	0.11%	161
2023 Q2	$151K	Buy	+497	New	+$119K	0.11%	160
2020 Q1	–	Sell	-765	Closed	-$112K	–	411
2019 Q4	$112K	Sell	765 -40	-5%	-$6.01K	0.1%	152
2019 Q3	$107K	Buy	+805	New	+$103K	0.11%	177

Other funds holding LAD

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

C.M. Bidwell & Associates's LAD Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Lithia Motors (LAD) in Q4 2023, closing a stake of 483 shares — an estimated $143K sold.

C.M. Bidwell & Associates first reported a position in LAD in Q3 2019 and held it in 4 quarters. The position peaked at $151K in Q2 2023. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Lithia Motors position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 483 Lithia Motors shares in Q4 2023, an estimated $143K.
C.M. Bidwell & Associates first reported a position in Lithia Motors in Q3 2019 and held it in 4 quarters.
C.M. Bidwell & Associates's Lithia Motors position peaked at $151K in Q2 2023.
387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.