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Haverford Financial Services’s Lithia Motors LAD Stock Holding History

Haverford Financial 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
2023
Q1 		– Sell
-6,029
Closed -$1.23M – 55
2022
Q4 		$1.23M Hold
6,029
– – 0.34% 42
2022
Q3 		$1.29M Hold
6,029
– – 0.4% 35
2022
Q2 		$1.66M Hold
6,029
– – 0.48% 34
2022
Q1 		$1.81M Hold
6,029
– – 0.45% 34
2021
Q4 		$1.79M Buy
6,029
+875
+17% +$270K 0.41% 33
2021
Q3 		$1.63M Hold
5,154
– – 0.4% 33
2021
Q2 		$1.77M Hold
5,154
– – 0.43% 31
2021
Q1 		$2.01M Sell
5,154
-1,370
-21% -$492K 0.53% 30
2020
Q4 		$1.91M Sell
6,524
-945
-13% -$259K 0.52% 30
2020
Q3 		$1.7M Hold
7,469
– – 0.52% 29
2020
Q2 		$1.13M Sell
7,469
-5,380
-42% -$616K 0.38% 33
2020
Q1 		$1.05M Buy
12,849
+4,000
+45% +$483K 0.42% 35
2019
Q4 		$1.3M Sell
8,849
-700
-7% -$105K 0.41% 35
2019
Q3 		$1.26M Sell
9,549
-1,500
-14% -$192K 0.43% 34
2019
Q2 		$1.31M Sell
11,049
-2,300
-17% -$254K 0.46% 34
2019
Q1 		$1.24M Buy
13,349
+2,100
+19% +$183K 0.44% 32
2018
Q4 		$859K Buy
11,249
+1,300
+13% +$103K 0.35% 33
2018
Q3 		$812K Buy
9,949
+1,750
+21% +$154K 0.29% 36
2018
Q2 		$775K Hold
8,199
– – 0.29% 37
2018
Q1 		$824K Buy
8,199
+4,510
+122% +$510K 0.31% 34
2017
Q4 		$420K Buy
3,689
+425
+13% +$49.4K 0.15% 52
2017
Q3 		$393K Buy
+3,264
New +$342K 0.15% 49

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Haverford Financial Services's LAD Position: Q1 2023 in Review

Haverford Financial Services sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 6,029 shares — an estimated $1.23M sold.

Haverford Financial Services first reported a position in LAD in Q3 2017 and held it in 22 quarters. The position peaked at $2.01M in Q1 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Haverford Financial Services reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Haverford Financial Services sold 6,029 Lithia Motors shares in Q1 2023, an estimated $1.23M.
  • Haverford Financial Services first reported a position in Lithia Motors in Q3 2017 and held it in 22 quarters.
  • Haverford Financial Services's Lithia Motors position peaked at $2.01M in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Haverford Financial Services's 13F filing for Q1 2023, filed 12 May 2023.