K.J. Harrison & Partners’s Lithia Motors LAD Stock Holding History

K.J. Harrison & Partners’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	-4,000	Closed	-$1.11M	–	258
2022 Q4	$1.11M	Hold	4,000	–	–	0.22%	122
2022 Q3	$858K	Hold	4,000	–	–	0.3%	86
2022 Q2	$1.1M	Hold	4,000	–	–	0.3%	92
2022 Q1	$1.2M	Hold	4,000	–	–	0.19%	118
2021 Q4	$1.19M	Hold	4,000	–	–	0.17%	147
2021 Q3	$1.27M	Hold	4,000	–	–	0.19%	146
2021 Q2	$1.38K	Hold	4,000	–	–	0.14%	132
2021 Q1	$1.56M	Sell	4,000 -1,000	-20%	-$359K	0.24%	121
2020 Q4	$1.46M	Hold	5,000	–	–	0.24%	124
2020 Q3	$1.14M	Buy	+5,000	New	+$1.12M	0.24%	123

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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

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

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

K.J. Harrison & Partners's LAD Position: Q1 2023 in Review

K.J. Harrison & Partners sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 4,000 shares — an estimated $1.11M sold.

K.J. Harrison & Partners first reported a position in LAD in Q3 2020 and held it in 10 quarters. The position peaked at $1.56M in Q1 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

K.J. Harrison & Partners reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
K.J. Harrison & Partners sold 4,000 Lithia Motors shares in Q1 2023, an estimated $1.11M.
K.J. Harrison & Partners first reported a position in Lithia Motors in Q3 2020 and held it in 10 quarters.
K.J. Harrison & Partners's Lithia Motors position peaked at $1.56M in Q1 2021.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on K.J. Harrison & Partners's 13F filing for Q1 2023, filed 25 Apr 2023.