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Financial Management Professionals’s Lithia Motors LAD Stock Holding History

Financial Management Professionals’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
2024
Q1 		– Sell
-1
Closed – – 1017
2023
Q4 		$0 Buy
+1
New +$274 ﹤0.01% 996
2022
Q4 		– Sell
-133
Closed -$29K – 1007
2022
Q3 		$29K Sell
133
-1
-0.7% -$261 0.01% 279
2022
Q2 		$37K Sell
134
-21
-14% -$6.12K 0.01% 258
2022
Q1 		$47K Buy
155
+4
+3% +$1.25K 0.01% 241
2021
Q4 		$45K Sell
151
-43
-22% -$13.3K 0.01% 256
2021
Q3 		$62K Buy
194
+38
+24% +$13.2K 0.01% 229
2021
Q2 		$54K Buy
156
+5
+3% +$1.81K 0.01% 225
2021
Q1 		$59K Sell
151
-3
-2% -$1.08K 0.02% 213
2020
Q4 		$45K Sell
154
-6
-4% -$1.64K 0.01% 231
2020
Q3 		$36K Buy
+160
New +$36K 0.01% 241

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
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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Financial Management Professionals's LAD Position: Q1 2024 in Review

Financial Management Professionals sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 1 share.

Financial Management Professionals first reported a position in LAD in Q3 2020 and held it in 10 quarters. The position peaked at $62K in Q3 2021. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Financial Management Professionals reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 1 Lithia Motors share in Q1 2024.
  • Financial Management Professionals first reported a position in Lithia Motors in Q3 2020 and held it in 10 quarters.
  • Financial Management Professionals's Lithia Motors position peaked at $62K in Q3 2021.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.