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M&G Investment Management’s Lithia Motors LAD Stock Holding History

M&G Investment 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
2021
Q4 		– Sell
-11,257
Closed -$3.57K – 628
2021
Q3 		$3.57K Buy
11,257
+1,454
+15% +$506K 0.01% 453
2021
Q2 		$3.37K Buy
+9,803
New +$3.55M 0.01% 452

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

M&G Investment Management's LAD Position: Q4 2021 in Review

M&G Investment Management sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 11,257 shares — an estimated $3.57K sold.

M&G Investment Management first reported a position in LAD in Q2 2021 and held it in 2 quarters. The position peaked at $3.57K in Q3 2021. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

  • M&G Investment Management reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
  • M&G Investment Management sold 11,257 Lithia Motors shares in Q4 2021, an estimated $3.57K.
  • M&G Investment Management first reported a position in Lithia Motors in Q2 2021 and held it in 2 quarters.
  • M&G Investment Management's Lithia Motors position peaked at $3.57K in Q3 2021.
  • 430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on M&G Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.