Calamos Advisors
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Calamos Advisors’s Lithia Motors LAD Stock Holding History

Calamos Advisors’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
Q3 		– Sell
-21,378
Closed -$5.88M – 1310
2022
Q2 		$5.88M Sell
21,378
-6,908
-24% -$2.01M 0.03% 653
2022
Q1 		$8.49M Buy
28,286
+12,341
+77% +$3.85M 0.03% 565
2021
Q4 		$4.74M Sell
15,945
-22,142
-58% -$6.84M 0.02% 736
2021
Q3 		$12.1M Sell
38,087
-10,449
-22% -$3.64M 0.05% 372
2021
Q2 		$16.7M Sell
48,536
-5,649
-10% -$2.04M 0.08% 283
2021
Q1 		$21.1M Sell
54,185
-1,291
-2% -$464K 0.12% 199
2020
Q4 		$16.2M Sell
55,476
-1,667
-3% -$456K 0.09% 241
2020
Q3 		$13M Buy
57,143
+2,367
+4% +$532K 0.08% 254
2020
Q2 		$8.29M Buy
54,776
+25,012
+84% +$2.86M 0.06% 340
2020
Q1 		$2.43M Sell
29,764
-12,649
-30% -$1.53M 0.02% 519
2019
Q4 		$6.24M Sell
42,413
-9,015
-18% -$1.35M 0.03% 481
2019
Q3 		$6.81M Buy
+51,428
New +$6.57M 0.04% 442

Other funds holding LAD

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Calamos Advisors's LAD Position: Q3 2022 in Review

Calamos Advisors sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 21,378 shares — an estimated $5.88M sold.

Calamos Advisors first reported a position in LAD in Q3 2019 and held it in 12 quarters. The position peaked at $21.1M in Q1 2021. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Calamos Advisors reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • Calamos Advisors sold 21,378 Lithia Motors shares in Q3 2022, an estimated $5.88M.
  • Calamos Advisors first reported a position in Lithia Motors in Q3 2019 and held it in 12 quarters.
  • Calamos Advisors's Lithia Motors position peaked at $21.1M in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Calamos Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.