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JP Morgan Private Wealth Advisors’s Lithia Motors LAD Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$4.19M Sell
14,184
-411
-3% -$125K 0.01% 537
2023
Q2 		$4.44M Sell
14,595
-1,202
-8% -$288K 0.02% 364
2023
Q1 		$3.62M Buy
15,797
+388
+3% +$94.4K 0.01% 676
2022
Q4 		$3.15M Sell
15,409
-1,810
-11% -$387K 0.01% 705
2022
Q3 		$3.69M Sell
17,219
-3,131
-15% -$818K 0.01% 634
2022
Q2 		$5.59M Sell
20,350
-108,100
-84% -$31.5M 0.01% 544
2022
Q1 		$38.6M Buy
128,450
+47,064
+58% +$14.7M 0.08% 223
2021
Q4 		$24.2M Sell
81,386
-37,888
-32% -$11.7M 0.05% 288
2021
Q3 		$37.8M Buy
119,274
+39,618
+50% +$13.8M 0.09% 217
2021
Q2 		$27.4M Buy
79,656
+71,730
+905% +$25.9M 0.07% 255
2021
Q1 		$3.09M Buy
7,926
+3,978
+101% +$1.43M 0.01% 632
2020
Q4 		$1.16M Sell
3,948
-45
-1% -$12.3K ﹤0.01% 952
2020
Q3 		$910K Sell
3,993
-283
-7% -$63.6K ﹤0.01% 919
2020
Q2 		$647K Buy
4,276
+419
+11% +$48K ﹤0.01% 974
2020
Q1 		$315K Buy
+3,857
New +$465K ﹤0.01% 1116
2017
Q2 		– Sell
-3,095
Closed -$265K – 1293
2017
Q1 		$265K Buy
3,095
+55
+2% +$5.33K ﹤0.01% 1125
2016
Q4 		$294K Sell
3,040
-649
-18% -$59.5K ﹤0.01% 1003
2016
Q3 		$352K Buy
3,689
+111
+3% +$9.33K ﹤0.01% 919
2016
Q2 		$254K Sell
3,578
-686
-16% -$55K ﹤0.01% 1048
2016
Q1 		$372K Sell
4,264
-734
-15% -$63.1K ﹤0.01% 865
2015
Q4 		$533K Buy
4,998
+1,958
+64% +$225K 0.01% 671
2015
Q3 		$329K Sell
3,040
-492
-14% -$55.2K ﹤0.01% 765
2015
Q2 		$400K Sell
3,532
-318
-8% -$33.8K ﹤0.01% 756
2015
Q1 		$382K Buy
3,850
+135
+4% +$12.1K ﹤0.01% 802
2014
Q4 		$322K Sell
3,715
-69
-2% -$5.34K ﹤0.01% 848
2014
Q3 		$286K Sell
3,784
-1,384
-27% -$122K ﹤0.01% 859
2014
Q2 		$486K Sell
5,168
-3,309
-39% -$253K 0.01% 570
2014
Q1 		$563K Buy
+8,477
New +$529K 0.01% 534

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

JP Morgan Private Wealth Advisors's LAD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Lithia Motors (LAD) stake by 2.8% in Q3 2023, selling an estimated $125K and leaving 14,184 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #537.

JP Morgan Private Wealth Advisors first reported a position in LAD in Q1 2014 and has held it in 28 quarters since. The position peaked at $38.6M in Q1 2022. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,184 shares of Lithia Motors worth $4.19M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 411 Lithia Motors shares in Q3 2023, an estimated $125K.
  • Lithia Motors made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #537 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Lithia Motors in Q1 2014 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Lithia Motors position peaked at $38.6M in Q1 2022.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.