MWNA
LAD icon

Marshall Wace North America’s Lithia Motors LAD Stock Holding History

Marshall Wace North America’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
Q3 		$22.7M Buy
71,527
+42,437
+146% +$14.8M 0.1% 224
2021
Q2 		$10M Buy
+29,090
New +$10.5M 0.04% 377
2021
Q1 		– Sell
-127,422
Closed -$37.3M – 1648
2020
Q4 		$37.3M Buy
127,422
+91,418
+254% +$25M 0.17% 153
2020
Q3 		$8.21M Buy
+36,004
New +$8.1M 0.05% 308
2020
Q2 		– Sell
-47,896
Closed -$3.92M – 1324
2020
Q1 		$3.92M Buy
47,896
+47,585
+15,301% +$5.74M 0.03% 358
2019
Q4 		$46K Buy
+311
New +$46.7K ﹤0.01% 1161
2019
Q1 		– Sell
-31,248
Closed -$2.38M – 1740
2018
Q4 		$2.38M Buy
31,248
+18,529
+146% +$1.47M 0.02% 397
2018
Q3 		$1.04M Buy
+12,719
New +$1.12M 0.01% 604

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return