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Csenge Advisory Group’s Lithia Motors LAD Stock Holding History

Csenge Advisory 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
Q1 		– Sell
-2,550
Closed -$901K – 671
2021
Q4 		$901K Buy
2,550
+51
+2% +$15.8K 0.08% 215
2021
Q3 		$794K Sell
2,499
-51
-2% -$17.8K 0.07% 267
2021
Q2 		$901K Sell
2,550
-101
-4% -$36.5K 0.08% 215
2021
Q1 		$1.06M Buy
2,651
+123
+5% +$44.2K 0.11% 152
2020
Q4 		$740K Hold
2,528
– – 0.09% 171
2020
Q3 		$680K Sell
2,528
-266
-10% -$59.8K 0.09% 176
2020
Q2 		$423K Buy
2,794
+86
+3% +$9.84K 0.06% 224
2020
Q1 		$221K Buy
2,708
+113
+4% +$13.6K 0.06% 259
2019
Q4 		$381K Buy
2,595
+133
+5% +$20K 0.1% 194
2019
Q3 		$326K Buy
+2,462
New +$315K 0.09% 195
2018
Q4 		– Sell
-7
Closed – – 874
2018
Q3 		$0 Buy
+7
New +$617 ﹤0.01% 1331

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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

Csenge Advisory Group's LAD Position: Q1 2022 in Review

Csenge Advisory Group sold out of Lithia Motors (LAD) in Q1 2022, closing a stake of 2,550 shares — an estimated $901K sold.

Csenge Advisory Group first reported a position in LAD in Q3 2018 and held it in 11 quarters. The position peaked at $1.06M in Q1 2021. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Csenge Advisory Group reported no remaining Lithia Motors position as of Q1 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 2,550 Lithia Motors shares in Q1 2022, an estimated $901K.
  • Csenge Advisory Group first reported a position in Lithia Motors in Q3 2018 and held it in 11 quarters.
  • Csenge Advisory Group's Lithia Motors position peaked at $1.06M in Q1 2021.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.