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Johnson Financial Group Inc (Wisconsin)’s Lithia Motors LAD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-53
Closed -$17.5K – 898
2023
Q4 		$17.5K Buy
+53
New +$14.5K ﹤0.01% 574
2013
Q3 		– Sell
-71
Closed -$4K – 691
2013
Q2 		$4K Buy
+71
New +$3.57K ﹤0.01% 636

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MP
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Barrow, Hanley, Mewhinney & Strauss
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s LAD Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 53 shares — an estimated $17.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LAD in Q2 2013 and held it in 2 quarters. The position peaked at $17.5K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 53 Lithia Motors shares in Q1 2024, an estimated $17.5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Lithia Motors in Q2 2013 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Lithia Motors position peaked at $17.5K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.