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Howe & Rusling’s Lithia Motors LAD Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-21
Closed -$5K – 702
2022
Q3 		$5K Buy
21
+6
+40% +$1.57K ﹤0.01% 666
2022
Q2 		$4K Sell
15
-1
-6% -$292 ﹤0.01% 703
2022
Q1 		$5K Hold
16
– – ﹤0.01% 654
2021
Q4 		$5K Hold
16
– – ﹤0.01% 674
2021
Q3 		$5K Hold
16
– – ﹤0.01% 651
2021
Q2 		$5K Hold
16
– – ﹤0.01% 624
2021
Q1 		$6K Sell
16
-3
-16% -$1.08K ﹤0.01% 578
2020
Q4 		$6K Sell
19
-4
-17% -$1.09K ﹤0.01% 574
2020
Q3 		$5K Sell
23
-6
-21% -$1.35K ﹤0.01% 548
2020
Q2 		$4K Buy
+29
New +$3.32K ﹤0.01% 563

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
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
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Howe & Rusling's LAD Position: Q4 2022 in Review

Howe & Rusling sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 21 shares — an estimated $5K sold.

Howe & Rusling first reported a position in LAD in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2021. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Howe & Rusling reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 21 Lithia Motors shares in Q4 2022, an estimated $5K.
  • Howe & Rusling first reported a position in Lithia Motors in Q2 2020 and held it in 10 quarters.
  • Howe & Rusling's Lithia Motors position peaked at $6K in Q1 2021.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.