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Ontario Teachers' Pension Plan Board’s Lithia Motors LAD Stock Holding History

Ontario Teachers' Pension Plan Board’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
-779
Closed -$231K – 517
2021
Q4 		$231K Buy
+779
New +$241K ﹤0.01% 440
2021
Q1 		– Sell
-1,504
Closed -$440K – 485
2020
Q4 		$440K Buy
+1,504
New +$411K 0.01% 362

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's LAD Position: Q1 2022 in Review

Ontario Teachers' Pension Plan Board sold out of Lithia Motors (LAD) in Q1 2022, closing a stake of 779 shares — an estimated $231K sold.

Ontario Teachers' Pension Plan Board first reported a position in LAD in Q4 2020 and held it in 2 quarters. The position peaked at $440K in Q4 2020. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Ontario Teachers' Pension Plan Board reported no remaining Lithia Motors position as of Q1 2022 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 779 Lithia Motors shares in Q1 2022, an estimated $231K.
  • Ontario Teachers' Pension Plan Board first reported a position in Lithia Motors in Q4 2020 and held it in 2 quarters.
  • Ontario Teachers' Pension Plan Board's Lithia Motors position peaked at $440K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2022, filed 13 May 2022.