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Glassman Wealth Services’s Lithia Motors LAD Stock Holding History

Glassman Wealth Services’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
-5
Closed -$1.65K – 1060
2023
Q4 		$1.65K Sell
5
-1
-17% -$274 ﹤0.01% 1402
2023
Q3 		$1.77K Hold
6
– – ﹤0.01% 1372
2023
Q2 		$1.82K Buy
6
+4
+200% +$958 ﹤0.01% 1283
2023
Q1 		$458 Buy
+2
New +$486 ﹤0.01% 1634
2022
Q3 		– Sell
-3
Closed -$1K – 1847
2022
Q2 		$1K Buy
+3
New +$875 ﹤0.01% 1452

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

Glassman Wealth Services's LAD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 5 shares — an estimated $1.65K sold.

Glassman Wealth Services first reported a position in LAD in Q2 2022 and held it in 5 quarters. The position peaked at $1.82K in Q2 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 5 Lithia Motors shares in Q1 2024, an estimated $1.65K.
  • Glassman Wealth Services first reported a position in Lithia Motors in Q2 2022 and held it in 5 quarters.
  • Glassman Wealth Services's Lithia Motors position peaked at $1.82K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.