HI
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Handelsinvest Investeringsforvaltning’s Lithia Motors LAD Stock Holding History

Handelsinvest Investeringsforvaltning’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 		$216K Sell
719
-373
-34% -$110K 0.1% 255
2023
Q4 		$360K Buy
+1,092
New +$300K 0.15% 216

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Handelsinvest Investeringsforvaltning's LAD Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Lithia Motors (LAD) stake by 34% in Q1 2024, selling an estimated $110K and leaving 719 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #255.

Handelsinvest Investeringsforvaltning first reported a position in LAD in Q4 2023 and has held it in 2 quarters since. The position peaked at $360K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 719 shares of Lithia Motors worth $216K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 373 Lithia Motors shares in Q1 2024, an estimated $110K.
  • Lithia Motors made up 0.1% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #255 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Lithia Motors in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Lithia Motors position peaked at $360K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.