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Outfitter Financial’s Lithia Motors LAD Stock Holding History

Outfitter Financial’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
Q2 		– Sell
-2,480
Closed -$568K – 78
2023
Q1 		$568K Sell
2,480
-55
-2% -$13.4K 0.51% 64
2022
Q4 		$519K Sell
2,535
-96
-4% -$20.5K 0.47% 65
2022
Q3 		$564K Hold
2,631
– – 0.55% 61
2022
Q2 		$723K Hold
2,631
– – 0.66% 60
2022
Q1 		$790K Buy
2,631
+189
+8% +$59K 0.6% 62
2021
Q4 		$725K Sell
2,442
-85
-3% -$26.3K 0.53% 62
2021
Q3 		$801K Buy
2,527
+7
+0.3% +$2.44K 0.63% 59
2021
Q2 		$866K Buy
+2,520
New +$911K 0.66% 57

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Outfitter Financial's LAD Position: Q2 2023 in Review

Outfitter Financial sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 2,480 shares — an estimated $568K sold.

Outfitter Financial first reported a position in LAD in Q2 2021 and held it in 8 quarters. The position peaked at $866K in Q2 2021. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Outfitter Financial reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Outfitter Financial sold 2,480 Lithia Motors shares in Q2 2023, an estimated $568K.
  • Outfitter Financial first reported a position in Lithia Motors in Q2 2021 and held it in 8 quarters.
  • Outfitter Financial's Lithia Motors position peaked at $866K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Outfitter Financial's 13F filing for Q2 2023, filed 24 Jul 2023.