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Cary Street Partners Investment Advisory’s Lithia Motors LAD Stock Holding History

Cary Street Partners Investment Advisory’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
-67
Closed -$19.8K – 1290
2023
Q3 		$19.8K Sell
67
-2
-3% -$610 ﹤0.01% 1125
2023
Q2 		$21K Sell
69
-7
-9% -$1.68K ﹤0.01% 1032
2023
Q1 		$17.4K Hold
76
– – ﹤0.01% 1013
2022
Q4 		$15.6K Buy
+76
New +$16.2K ﹤0.01% 1036

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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's LAD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Lithia Motors (LAD) in Q4 2023, closing a stake of 67 shares — an estimated $19.8K sold.

Cary Street Partners Investment Advisory first reported a position in LAD in Q4 2022 and held it in 4 quarters. The position peaked at $21K in Q2 2023. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Lithia Motors position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 67 Lithia Motors shares in Q4 2023, an estimated $19.8K.
  • Cary Street Partners Investment Advisory first reported a position in Lithia Motors in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Lithia Motors position peaked at $21K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.