HFM
LAD icon

Harvest Fund Management’s Lithia Motors LAD Stock Holding History

Harvest Fund Management’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
2022
Q3 		– Sell
-161
Closed -$44K – 823
2022
Q2 		$44K Hold
161
– – 0.01% 429
2022
Q1 		$48K Hold
161
– – 0.01% 446
2021
Q4 		$47K Hold
161
– – 0.01% 470
2021
Q3 		$51K Sell
161
-228
-59% -$79.4K 0.01% 398
2021
Q2 		$137K Hold
389
– – 0.01% 209
2021
Q1 		$151K Hold
389
– – 0.01% 187
2020
Q4 		$113K Buy
389
+177
+83% +$48.4K 0.01% 228
2020
Q3 		$59K Buy
+212
New +$47.7K ﹤0.01% 357
2019
Q4 		– Sell
-569
Closed -$75K – 452
2019
Q3 		$75K Buy
+569
New +$72.7K 0.01% 227

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harvest Fund Management's LAD Position: Q3 2022 in Review

Harvest Fund Management sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 161 shares — an estimated $44K sold.

Harvest Fund Management first reported a position in LAD in Q3 2019 and held it in 9 quarters. The position peaked at $151K in Q1 2021. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Harvest Fund Management reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • Harvest Fund Management sold 161 Lithia Motors shares in Q3 2022, an estimated $44K.
  • Harvest Fund Management first reported a position in Lithia Motors in Q3 2019 and held it in 9 quarters.
  • Harvest Fund Management's Lithia Motors position peaked at $151K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Harvest Fund Management's 13F filing for Q3 2022, filed 10 Nov 2022.