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Empirical Finance’s Lithia Motors LAD Stock Holding History

Empirical Finance’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
Q2 		– Sell
-1,569
Closed -$359K – 523
2023
Q1 		$359K Hold
1,569
– – 0.03% 425
2022
Q4 		$321K Buy
1,569
+14
+0.9% +$2.99K 0.03% 434
2022
Q3 		$334K Sell
1,555
-1,369
-47% -$358K 0.04% 394
2022
Q2 		$804K Buy
2,924
+1,552
+113% +$452K 0.1% 185
2022
Q1 		$412K Hold
1,372
– – 0.05% 353
2021
Q4 		$407K Sell
1,372
-426
-24% -$132K 0.05% 347
2021
Q3 		$570K Buy
+1,798
New +$626K 0.09% 239

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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Empirical Finance's LAD Position: Q2 2023 in Review

Empirical Finance sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 1,569 shares — an estimated $359K sold.

Empirical Finance first reported a position in LAD in Q3 2021 and held it in 7 quarters. The position peaked at $804K in Q2 2022. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Empirical Finance reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Empirical Finance sold 1,569 Lithia Motors shares in Q2 2023, an estimated $359K.
  • Empirical Finance first reported a position in Lithia Motors in Q3 2021 and held it in 7 quarters.
  • Empirical Finance's Lithia Motors position peaked at $804K in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Empirical Finance's 13F filing for Q2 2023, filed 27 Jul 2023.