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Itau Unibanco Holding S.A.’s Lithia Motors LAD Stock Holding History

Itau Unibanco Holding S.A.’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
-328
Closed -$66.7K – 563
2022
Q4 		$66.7K Sell
328
-985
-75% -$210K ﹤0.01% 321
2022
Q3 		$282K Buy
+1,313
New +$343K 0.01% 188
2020
Q2 		– Sell
-560
Closed -$46K – 305
2020
Q1 		$46K Sell
560
-948
-63% -$114K ﹤0.01% 293
2019
Q4 		$222K Buy
+1,508
New +$227K 0.01% 207
2019
Q3 		– Sell
-4,359
Closed -$518K – 509
2019
Q2 		$518K Buy
4,359
+3,419
+364% +$378K 0.02% 264
2019
Q1 		$71K Hold
940
– – ﹤0.01% 482
2018
Q4 		$71K Buy
+940
New +$74.3K ﹤0.01% 482

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

Itau Unibanco Holding S.A.'s LAD Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 328 shares — an estimated $66.7K sold.

Itau Unibanco Holding S.A. first reported a position in LAD in Q4 2018 and held it in 7 quarters. The position peaked at $518K in Q2 2019. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Itau Unibanco Holding S.A. reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 328 Lithia Motors shares in Q1 2023, an estimated $66.7K.
  • Itau Unibanco Holding S.A. first reported a position in Lithia Motors in Q4 2018 and held it in 7 quarters.
  • Itau Unibanco Holding S.A.'s Lithia Motors position peaked at $518K in Q2 2019.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.