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Clark Capital Management Group’s Lithia Motors LAD Stock Holding History

Clark Capital Management Group’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
-7,552
Closed -$1.62M – 373
2022
Q3 		$1.62M Buy
+7,552
New +$1.97M 0.02% 221
2016
Q2 		– Sell
-6,206
Closed -$542K – 327
2016
Q1 		$542K Buy
6,206
+608
+11% +$52.2K 0.04% 217
2015
Q4 		$597K Buy
5,598
+537
+11% +$61.7K 0.05% 196
2015
Q3 		$547K Buy
5,061
+2,083
+70% +$234K 0.05% 201
2015
Q2 		$337K Buy
+2,978
New +$317K 0.03% 257

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clark Capital Management Group's LAD Position: Q4 2022 in Review

Clark Capital Management Group sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 7,552 shares — an estimated $1.62M sold.

Clark Capital Management Group first reported a position in LAD in Q2 2015 and held it in 5 quarters. The position peaked at $1.62M in Q3 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Clark Capital Management Group reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Clark Capital Management Group sold 7,552 Lithia Motors shares in Q4 2022, an estimated $1.62M.
  • Clark Capital Management Group first reported a position in Lithia Motors in Q2 2015 and held it in 5 quarters.
  • Clark Capital Management Group's Lithia Motors position peaked at $1.62M in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Clark Capital Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.