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McKinley Capital Management’s Lithia Motors LAD Stock Holding History

McKinley Capital 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
2022
Q3 		– Sell
-14,248
Closed -$3.92M – 171
2022
Q2 		$3.92M Sell
14,248
-1,003
-7% -$292K 0.51% 68
2022
Q1 		$4.58M Sell
15,251
-11
-0.1% -$3.43K 0.46% 75
2021
Q4 		$4.53M Sell
15,262
-137
-0.9% -$42.3K 0.41% 81
2021
Q3 		$4.88M Sell
15,399
-13,324
-46% -$4.64M 0.46% 80
2021
Q2 		$9.87M Sell
28,723
-1,375
-5% -$497K 0.69% 48
2021
Q1 		$11.7M Sell
30,098
-1,716
-5% -$617K 0.89% 36
2020
Q4 		$9.31M Buy
+31,814
New +$8.7M 0.66% 51

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

McKinley Capital Management's LAD Position: Q3 2022 in Review

McKinley Capital Management sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 14,248 shares — an estimated $3.92M sold.

McKinley Capital Management first reported a position in LAD in Q4 2020 and held it in 7 quarters. The position peaked at $11.7M in Q1 2021. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • McKinley Capital Management reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • McKinley Capital Management sold 14,248 Lithia Motors shares in Q3 2022, an estimated $3.92M.
  • McKinley Capital Management first reported a position in Lithia Motors in Q4 2020 and held it in 7 quarters.
  • McKinley Capital Management's Lithia Motors position peaked at $11.7M in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on McKinley Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.