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LAD icon

Navellier & Associates’s Lithia Motors LAD Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-953
Closed -$283K – 322
2021
Q4 		$283K Sell
953
-11
-1% -$3.4K 0.04% 269
2021
Q3 		$306K Sell
964
-40
-4% -$13.9K 0.05% 259
2021
Q2 		$345K Sell
1,004
-12
-1% -$4.34K 0.05% 229
2021
Q1 		$396K Hold
1,016
– – 0.07% 202
2020
Q4 		$297K Sell
1,016
-82
-7% -$22.4K 0.05% 227
2020
Q3 		$250K Buy
+1,098
New +$247K 0.05% 205

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
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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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

Navellier & Associates's LAD Position: Q1 2022 in Review

Navellier & Associates sold out of Lithia Motors (LAD) in Q1 2022, closing a stake of 953 shares — an estimated $283K sold.

Navellier & Associates first reported a position in LAD in Q3 2020 and held it in 6 quarters. The position peaked at $396K in Q1 2021. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Navellier & Associates reported no remaining Lithia Motors position as of Q1 2022 after selling out during the quarter.
  • Navellier & Associates sold 953 Lithia Motors shares in Q1 2022, an estimated $283K.
  • Navellier & Associates first reported a position in Lithia Motors in Q3 2020 and held it in 6 quarters.
  • Navellier & Associates's Lithia Motors position peaked at $396K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Navellier & Associates's 13F filing for Q1 2022, filed 29 Apr 2022.