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Column Capital Advisors’s Lithia Motors LAD Stock Holding History

Column Capital 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
2023
Q3 		– Sell
-39
Closed -$11.9K – 815
2023
Q2 		$11.9K Hold
39
– – ﹤0.01% 506
2023
Q1 		$8.93K Hold
39
– – ﹤0.01% 570
2022
Q4 		$7.99K Hold
39
– – ﹤0.01% 557
2022
Q3 		$8K Hold
39
– – ﹤0.01% 498
2022
Q2 		$11K Hold
39
– – ﹤0.01% 464
2022
Q1 		$12K Buy
+39
New +$12.2K ﹤0.01% 476
2020
Q3 		– Sell
-18
Closed -$2K – 776
2020
Q2 		$2K Buy
+18
New +$2.06K ﹤0.01% 672

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 $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 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 $552B AUM 44.19% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Column Capital Advisors's LAD Position: Q3 2023 in Review

Column Capital Advisors sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 39 shares — an estimated $11.9K sold.

Column Capital Advisors first reported a position in LAD in Q2 2020 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Column Capital Advisors reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • Column Capital Advisors sold 39 Lithia Motors shares in Q3 2023, an estimated $11.9K.
  • Column Capital Advisors first reported a position in Lithia Motors in Q2 2020 and held it in 7 quarters.
  • Column Capital Advisors's Lithia Motors position peaked at $12K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.