MUFG Americas’s Lithia Motors LAD Stock Holding History

MUFG Americas’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	-3	Closed	-$1K	–	480
2022 Q3	$1K	Buy	+3	New	+$784	﹤0.01%	850
2019 Q4	–	Sell	-500	Closed	-$66K	–	749
2019 Q3	$66K	Hold	500	–	–	﹤0.01%	506
2019 Q2	$59K	Buy	+500	New	+$55.3K	﹤0.01%	510

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MUFG Americas's LAD Position: Q4 2022 in Review

MUFG Americas sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

MUFG Americas first reported a position in LAD in Q2 2019 and held it in 3 quarters. The position peaked at $66K in Q3 2019. 372 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

MUFG Americas reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 3 Lithia Motors shares in Q4 2022, an estimated $1K.
MUFG Americas first reported a position in Lithia Motors in Q2 2019 and held it in 3 quarters.
MUFG Americas's Lithia Motors position peaked at $66K in Q3 2019.
372 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.