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Matthew Hamilton Rosenberg’s Lithia Motors LAD Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		– Sell
-25
Closed -$7.39K – 841
2024
Q1 		$7.39K Hold
25
– – ﹤0.01% 647
2023
Q4 		$8.23K Buy
+25
New +$6.86K ﹤0.01% 638

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Matthew Hamilton Rosenberg's LAD Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 25 shares — an estimated $7.39K sold.

Matthew Hamilton Rosenberg first reported a position in LAD in Q4 2023 and held it in 2 quarters. The position peaked at $8.23K in Q4 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Matthew Hamilton Rosenberg reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 25 Lithia Motors shares in Q2 2024, an estimated $7.39K.
  • Matthew Hamilton Rosenberg first reported a position in Lithia Motors in Q4 2023 and held it in 2 quarters.
  • Matthew Hamilton Rosenberg's Lithia Motors position peaked at $8.23K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.