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Fiduciary Alliance’s Lithia Motors LAD Stock Holding History

Fiduciary Alliance’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
-19
Closed -$5.78K – 602
2023
Q2 		$5.78K Buy
+19
New +$4.55K ﹤0.01% 672
2023
Q1 		– Sell
-19
Closed -$3.89K – 534
2022
Q4 		$3.89K Buy
+19
New +$4.06K ﹤0.01% 585

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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Fiduciary Alliance's LAD Position: Q3 2023 in Review

Fiduciary Alliance sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 19 shares — an estimated $5.78K sold.

Fiduciary Alliance first reported a position in LAD in Q4 2022 and held it in 2 quarters. The position peaked at $5.78K in Q2 2023. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Fiduciary Alliance reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 19 Lithia Motors shares in Q3 2023, an estimated $5.78K.
  • Fiduciary Alliance first reported a position in Lithia Motors in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Lithia Motors position peaked at $5.78K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.