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Morton Brown Family Wealth’s Lithia Motors LAD Stock Holding History

Morton Brown Family Wealth’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
Q4 		– Sell
-4
Closed -$1K – 200
2022
Q3 		$1K Buy
+4
New +$1.04K ﹤0.01% 195

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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morton Brown Family Wealth's LAD Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in LAD in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 4 Lithia Motors shares in Q4 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Lithia Motors in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Lithia Motors position peaked at $1K in Q3 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.