PSUF
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People's United Financial’s Lithia Motors LAD Stock Holding History

People's United 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
2022
Q1 		$1.18M Sell
3,945
-486
-11% -$152K 0.03% 304
2021
Q4 		$1.32M Sell
4,431
-115
-3% -$35.5K 0.03% 313
2021
Q3 		$1.44M Sell
4,546
-70
-2% -$24.4K 0.03% 314
2021
Q2 		$1.59M Hold
4,616
– – 0.04% 298
2021
Q1 		$1.8M Sell
4,616
-473
-9% -$170K 0.04% 257
2020
Q4 		$1.49M Sell
5,089
-164
-3% -$44.9K 0.04% 274
2020
Q3 		$1.2M Sell
5,253
-133
-2% -$29.9K 0.03% 276
2020
Q2 		$815K Buy
5,386
+149
+3% +$17.1K 0.02% 329
2020
Q1 		$428K Sell
5,237
-108
-2% -$13K 0.01% 405
2019
Q4 		$786K Sell
5,345
-114
-2% -$17.1K 0.02% 414
2019
Q3 		$723K Sell
5,459
-129
-2% -$16.5K 0.02% 443
2019
Q2 		$664K Sell
5,588
-5,728
-51% -$634K 0.02% 470
2019
Q1 		$1.05M Sell
11,316
-1,374
-11% -$120K 0.03% 375
2018
Q4 		$969K Buy
12,690
+7,195
+131% +$569K 0.03% 364
2018
Q3 		$448K Sell
5,495
-1,916
-26% -$169K 0.01% 527
2018
Q2 		$701K Buy
7,411
+448
+6% +$44.4K 0.02% 512
2018
Q1 		$700K Buy
6,963
+1,514
+28% +$171K 0.02% 457
2017
Q4 		$619K Buy
+5,449
New +$634K 0.02% 479
2017
Q3 		– Sell
-5,173
Closed -$488K – 751
2017
Q2 		$488K Buy
5,173
+352
+7% +$31.8K 0.02% 490
2017
Q1 		$413K Buy
4,821
+1,796
+59% +$174K 0.01% 501
2016
Q4 		$293K Buy
+3,025
New +$277K 0.01% 532

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 $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 $3.37T AUM 44.26% 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

People's United Financial's LAD Position: Q1 2022 in Review

People's United Financial reduced its Lithia Motors (LAD) stake by 11% in Q1 2022, selling an estimated $152K and leaving 3,945 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #304.

People's United Financial first reported a position in LAD in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.8M in Q1 2021. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • People's United Financial held 3,945 shares of Lithia Motors worth $1.18M as of Q1 2022.
  • People's United Financial sold 486 Lithia Motors shares in Q1 2022, an estimated $152K.
  • Lithia Motors made up 0.03% of People's United Financial's portfolio in Q1 2022, its #304 holding.
  • People's United Financial first reported a position in Lithia Motors in Q4 2016 and has held it in 21 quarters since.
  • People's United Financial's Lithia Motors position peaked at $1.8M in Q1 2021.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.