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Harvest Investment Services’s Lithia Motors LAD Stock Holding History

Harvest Investment Services’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
Q2 		– Sell
-3,773
Closed -$1.13M – 173
2022
Q1 		$1.13M Sell
3,773
-65
-2% -$20.3K 0.68% 48
2021
Q4 		$1.14M Sell
3,838
-84
-2% -$25.9K 0.48% 53
2021
Q3 		$1.24M Buy
3,922
+918
+31% +$320K 0.51% 56
2021
Q2 		$1.03M Buy
3,004
+579
+24% +$209K 0.43% 59
2021
Q1 		$945K Sell
2,425
-645
-21% -$232K 0.43% 63
2020
Q4 		$898K Buy
3,070
+689
+29% +$188K 0.46% 55
2020
Q3 		$542K Buy
+2,381
New +$535K 0.31% 80

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Harvest Investment Services's LAD Position: Q2 2022 in Review

Harvest Investment Services sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 3,773 shares — an estimated $1.13M sold.

Harvest Investment Services first reported a position in LAD in Q3 2020 and held it in 7 quarters. The position peaked at $1.24M in Q3 2021. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

  • Harvest Investment Services reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
  • Harvest Investment Services sold 3,773 Lithia Motors shares in Q2 2022, an estimated $1.13M.
  • Harvest Investment Services first reported a position in Lithia Motors in Q3 2020 and held it in 7 quarters.
  • Harvest Investment Services's Lithia Motors position peaked at $1.24M in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Harvest Investment Services's 13F filing for Q2 2022, filed 19 Jul 2022.