Grantham, Mayo, Van Otterloo & Co (GMO)’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,672
| Closed | -$1.53M | – | 718 |
|
|
2023
Q1 | $1.53M | Sell |
6,672
-10,300
| -61% | -$2.36M | 0.01% | 443 |
|
|
2022
Q4 | $3.47M | Buy |
16,972
+15,172
| +843% | +$3.11M | 0.02% | 383 |
|
|
2022
Q3 | $386K | Sell |
1,800
-100
| -5% | -$21.4K | ﹤0.01% | 603 |
|
|
2022
Q2 | $522K | Buy |
+1,900
| New | +$522K | ﹤0.01% | 607 |
|
|
2021
Q2 | – | Sell |
-1,048
| Closed | -$409K | – | 793 |
|
|
2021
Q1 | $409K | Hold |
1,048
| – | – | ﹤0.01% | 733 |
|
|
2020
Q4 | $307K | Hold |
1,048
| – | – | ﹤0.01% | 744 |
|
|
2020
Q3 | $239K | Sell |
1,048
-1,735
| -62% | -$396K | ﹤0.01% | 721 |
|
|
2020
Q2 | $421K | Sell |
2,783
-5,000
| -64% | -$756K | ﹤0.01% | 648 |
|
|
2020
Q1 | $637K | Buy |
7,783
+1,400
| +22% | +$115K | 0.01% | 558 |
|
|
2019
Q4 | $938K | Buy |
6,383
+683
| +12% | +$100K | 0.01% | 523 |
|
|
2019
Q3 | $755K | Buy |
+5,700
| New | +$755K | 0.01% | 584 |
|