McDaniel Terry & Co’s Lithia Motors LAD Stock Holding History

McDaniel Terry & Co’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
2022 Q2	–	Sell	-701	Closed	-$210K	–	97
2022 Q1	$210K	Buy	+701	New	+$219K	0.02%	92

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McDaniel Terry & Co's LAD Position: Q2 2022 in Review

McDaniel Terry & Co sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 701 shares — an estimated $210K sold.

McDaniel Terry & Co first reported a position in LAD in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

McDaniel Terry & Co reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
McDaniel Terry & Co sold 701 Lithia Motors shares in Q2 2022, an estimated $210K.
McDaniel Terry & Co first reported a position in Lithia Motors in Q1 2022 and held it in 1 quarter.
McDaniel Terry & Co's Lithia Motors position peaked at $210K in Q1 2022.
416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on McDaniel Terry & Co's 13F filing for Q2 2022, filed 28 Jul 2022.