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Jackson Wealth Management’s Lithia Motors LAD Stock Holding History

Jackson Wealth Management’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
Q3 		– Sell
-4,583
Closed -$1.26M – 104
2022
Q2 		$1.26M Sell
4,583
-8,040
-64% -$2.34M 0.58% 41
2022
Q1 		$3.79M Sell
12,623
-1,779
-12% -$555K 0.53% 48
2021
Q4 		$4.28M Buy
14,402
+353
+3% +$109K 0.54% 54
2021
Q3 		$90K Buy
14,049
+120
+0.9% +$41.8K 1.09% 24
2021
Q2 		$4.79M Buy
13,929
+837
+6% +$303K 0.61% 45
2021
Q1 		$5.11M Buy
13,092
+828
+7% +$298K 0.77% 39
2020
Q4 		$3.59M Buy
+12,264
New +$3.35M 0.49% 52

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jackson Wealth Management's LAD Position: Q3 2022 in Review

Jackson Wealth Management sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 4,583 shares — an estimated $1.26M sold.

Jackson Wealth Management first reported a position in LAD in Q4 2020 and held it in 7 quarters. The position peaked at $5.11M in Q1 2021. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Jackson Wealth Management reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 4,583 Lithia Motors shares in Q3 2022, an estimated $1.26M.
  • Jackson Wealth Management first reported a position in Lithia Motors in Q4 2020 and held it in 7 quarters.
  • Jackson Wealth Management's Lithia Motors position peaked at $5.11M in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Jackson Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.