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Investment Research & Advisory Group’s Lithia Motors LAD Stock Holding History

Investment Research & Advisory Group’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
-32
Closed -$10K – 186
2022
Q1 		$10K Hold
32
– – 0.01% 155
2021
Q4 		$10K Buy
+32
New +$9.88K 0.01% 160

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

Investment Research & Advisory Group's LAD Position: Q2 2022 in Review

Investment Research & Advisory Group sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 32 shares — an estimated $10K sold.

Investment Research & Advisory Group first reported a position in LAD in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

  • Investment Research & Advisory Group reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
  • Investment Research & Advisory Group sold 32 Lithia Motors shares in Q2 2022, an estimated $10K.
  • Investment Research & Advisory Group first reported a position in Lithia Motors in Q4 2021 and held it in 2 quarters.
  • Investment Research & Advisory Group's Lithia Motors position peaked at $10K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Investment Research & Advisory Group's 13F filing for Q2 2022, filed 19 Jul 2022.