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Perpetual Investment Management’s Lithia Motors LAD Stock Holding History

Perpetual Investment Management’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 		$12.2M Buy
59,826
+10,316
+21% +$2.2M 1.46% 25
2022
Q3 		$10.6M Buy
49,510
+23,169
+88% +$6.05M 1.55% 23
2022
Q2 		$7.24M Buy
26,341
+2,061
+8% +$601K 1.06% 32
2022
Q1 		$7.29M Buy
24,280
+345
+1% +$108K 0.91% 34
2021
Q4 		$7.11M Buy
23,935
+2,093
+10% +$647K 0.82% 42
2021
Q3 		$6.92M Buy
+21,842
New +$7.6M 0.88% 40

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
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Perpetual Investment Management's LAD Position: Q4 2022 in Review

Perpetual Investment Management increased its Lithia Motors (LAD) stake by 21% in Q4 2022, buying an estimated $2.2M and bringing the position to 59,826 shares worth $12.2M. The position accounts for 1.46% of the portfolio, ranked #25.

Perpetual Investment Management first reported a position in LAD in Q3 2021 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Perpetual Investment Management held 59,826 shares of Lithia Motors worth $12.2M as of Q4 2022.
  • Perpetual Investment Management bought 10,316 Lithia Motors shares in Q4 2022, an estimated $2.2M.
  • Lithia Motors made up 1.46% of Perpetual Investment Management's portfolio in Q4 2022, its #25 holding.
  • Perpetual Investment Management first reported a position in Lithia Motors in Q3 2021 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.