Grantham, Mayo, Van Otterloo & Co (GMO)
LAD icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Lithia Motors LAD Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q2 		– Sell
-6,672
Closed -$1.53M – 718
2023
Q1 		$1.53M Sell
6,672
-10,300
-61% -$2.5M 0.01% 443
2022
Q4 		$3.47M Buy
16,972
+15,172
+843% +$3.24M 0.02% 383
2022
Q3 		$386K Sell
1,800
-100
-5% -$26.1K ﹤0.01% 604
2022
Q2 		$522K Buy
+1,900
New +$554K ﹤0.01% 607
2021
Q2 		– Sell
-1,048
Closed -$409K – 794
2021
Q1 		$409K Hold
1,048
– – ﹤0.01% 733
2020
Q4 		$307K Hold
1,048
– – ﹤0.01% 746
2020
Q3 		$239K Sell
1,048
-1,735
-62% -$390K ﹤0.01% 721
2020
Q2 		$421K Sell
2,783
-5,000
-64% -$572K ﹤0.01% 649
2020
Q1 		$637K Buy
7,783
+1,400
+22% +$169K 0.01% 562
2019
Q4 		$938K Buy
6,383
+683
+12% +$103K 0.01% 529
2019
Q3 		$755K Buy
+5,700
New +$728K 0.01% 584

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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s LAD Position: Q2 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 6,672 shares — an estimated $1.53M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LAD in Q3 2019 and held it in 11 quarters. The position peaked at $3.47M in Q4 2022. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 6,672 Lithia Motors shares in Q2 2023, an estimated $1.53M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Lithia Motors in Q3 2019 and held it in 11 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Lithia Motors position peaked at $3.47M in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2023, filed 14 Aug 2023.