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Glen Eagle Advisors’s Lithia Motors LAD Stock Holding History

Glen Eagle Advisors’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
Q1 		– Sell
-10
Closed -$2.05K – 1162
2022
Q4 		$2.05K Hold
10
– – ﹤0.01% 870
2022
Q3 		$2.15K Buy
+10
New +$2.61K ﹤0.01% 845

Other funds holding LAD

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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
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
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Glen Eagle Advisors's LAD Position: Q1 2023 in Review

Glen Eagle Advisors sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 10 shares — an estimated $2.05K sold.

Glen Eagle Advisors first reported a position in LAD in Q3 2022 and held it in 2 quarters. The position peaked at $2.15K in Q3 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Glen Eagle Advisors reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 10 Lithia Motors shares in Q1 2023, an estimated $2.05K.
  • Glen Eagle Advisors first reported a position in Lithia Motors in Q3 2022 and held it in 2 quarters.
  • Glen Eagle Advisors's Lithia Motors position peaked at $2.15K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Glen Eagle Advisors's 13F filing for Q1 2023, filed 13 Aug 2024.