Janiczek Wealth Management’s Lithia Motors LAD Stock Holding History

Janiczek 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
2024 Q2	$758	Hold	3	–	–	﹤0.01%	960
2024 Q1	$903	Hold	3	–	–	﹤0.01%	955
2023 Q4	$988	Hold	3	–	–	﹤0.01%	936
2023 Q3	$886	Hold	3	–	–	﹤0.01%	927
2023 Q2	$913	Hold	3	–	–	﹤0.01%	852
2023 Q1	$677	Hold	3	–	–	﹤0.01%	886
2022 Q4	$706	Sell	3 -58	-95%	-$12.4K	﹤0.01%	886
2022 Q3	$12K	Buy	61 +56	+1,120%	+$14.6K	﹤0.01%	520
2022 Q2	$1K	Sell	5 -8	-62%	-$2.33K	﹤0.01%	884
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	698
2021 Q4	$4K	Sell	13 -41	-76%	-$12.7K	﹤0.01%	746
2021 Q3	$17K	Buy	54 +9	+20%	+$3.13K	0.01%	485
2021 Q2	$15K	Hold	45	–	–	0.01%	490
2021 Q1	$18K	Buy	45 +6	+15%	+$2.16K	0.01%	423
2020 Q4	$11K	Buy	39 +34	+680%	+$9.3K	0.01%	460
2020 Q3	$1K	Buy	+5	New	+$1.12K	﹤0.01%	587

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Janiczek Wealth Management's LAD Position: Q2 2024 in Review

Janiczek Wealth Management held its Lithia Motors (LAD) position steady in Q2 2024 at 3 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Janiczek Wealth Management first reported a position in LAD in Q3 2020 and has held it in 16 quarters since. The position peaked at $18K in Q1 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

Janiczek Wealth Management held 3 shares of Lithia Motors worth $758 as of Q2 2024.
Janiczek Wealth Management left its Lithia Motors share count unchanged in Q2 2024.
Lithia Motors made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #960 holding.
Janiczek Wealth Management first reported a position in Lithia Motors in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Lithia Motors position peaked at $18K in Q1 2021.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.