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Money Concepts Capital’s Lithia Motors LAD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-4
Closed -$819 – 1829
2022
Q4 		$819 Buy
+4
New +$855 ﹤0.01% 2915
2022
Q2 		– Sell
-4
Closed -$1K – 2104
2022
Q1 		$1K Buy
+4
New +$1.25K ﹤0.01% 2582

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Money Concepts Capital's LAD Position: Q1 2023 in Review

Money Concepts Capital sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 4 shares — an estimated $819 sold.

Money Concepts Capital first reported a position in LAD in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Money Concepts Capital reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4 Lithia Motors shares in Q1 2023, an estimated $819.
  • Money Concepts Capital first reported a position in Lithia Motors in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Lithia Motors position peaked at $1K in Q1 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.