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Freedom Investment Management’s Lithia Motors LAD Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-975
Closed -$209K – 753
2022
Q3 		$209K Buy
975
+70
+8% +$18.3K 0.02% 660
2022
Q2 		$249K Sell
905
-71
-7% -$20.7K 0.03% 630
2022
Q1 		$293K Sell
976
-348
-26% -$109K 0.03% 620
2021
Q4 		$393K Buy
1,324
+20
+2% +$6.18K 0.03% 596
2021
Q3 		$413K Buy
1,304
+133
+11% +$46.3K 0.03% 560
2021
Q2 		$402K Buy
1,171
+34
+3% +$12.3K 0.03% 604
2021
Q1 		$444K Sell
1,137
-5
-0.4% -$1.8K 0.03% 571
2020
Q4 		$334K Sell
1,142
-1,197
-51% -$327K 0.04% 447
2020
Q3 		$533K Buy
2,339
+43
+2% +$9.67K 0.06% 276
2020
Q2 		$347K Sell
2,296
-294
-11% -$33.7K 0.04% 372
2020
Q1 		$346K Buy
2,590
+904
+54% +$109K 0.03% 446
2019
Q4 		$248K Sell
1,686
-176
-9% -$26.4K 0.02% 566
2019
Q3 		$247K Buy
+1,862
New +$238K 0.02% 579
2017
Q4 		– Sell
-1,675
Closed -$202K – 1154
2017
Q3 		$202K Buy
+1,675
New +$175K 0.01% 1014
2014
Q2 		– Sell
-3,795
Closed -$252K – 508
2014
Q1 		$252K Buy
3,795
+681
+22% +$42.5K 0.05% 333
2013
Q4 		$216K Sell
3,114
-331
-10% -$22.2K 0.05% 371
2013
Q3 		$251K Sell
3,445
-1,395
-29% -$91.2K 0.07% 268
2013
Q2 		$258K Buy
+4,840
New +$243K 0.09% 215

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Freedom Investment Management's LAD Position: Q4 2022 in Review

Freedom Investment Management sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 975 shares — an estimated $209K sold.

Freedom Investment Management first reported a position in LAD in Q2 2013 and held it in 18 quarters. The position peaked at $533K in Q3 2020. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Freedom Investment Management reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 975 Lithia Motors shares in Q4 2022, an estimated $209K.
  • Freedom Investment Management first reported a position in Lithia Motors in Q2 2013 and held it in 18 quarters.
  • Freedom Investment Management's Lithia Motors position peaked at $533K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.