MIA
LAD icon

Milestone Investment Advisors’s Lithia Motors LAD Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-9
Closed -$2.66K – 287
2023
Q3 		$2.66K Buy
+9
New +$2.74K ﹤0.01% 352
2023
Q2 		– Sell
-9
Closed -$2.06K – 283
2023
Q1 		$2.06K Buy
+9
New +$2.19K ﹤0.01% 386

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Milestone Investment Advisors's LAD Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Lithia Motors (LAD) in Q4 2023, closing a stake of 9 shares — an estimated $2.66K sold.

Milestone Investment Advisors first reported a position in LAD in Q1 2023 and held it in 2 quarters. The position peaked at $2.66K in Q3 2023. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Lithia Motors position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 9 Lithia Motors shares in Q4 2023, an estimated $2.66K.
  • Milestone Investment Advisors first reported a position in Lithia Motors in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Lithia Motors position peaked at $2.66K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.