Perpetual Investment Management’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$12.2M Buy
59,826
+10,316
+21% +$2.11M 1.46% 25
2022
Q3
$10.6M Buy
49,510
+23,169
+88% +$4.97M 1.55% 23
2022
Q2
$7.24M Buy
26,341
+2,061
+8% +$566K 1.06% 32
2022
Q1
$7.29M Buy
24,280
+345
+1% +$104K 0.91% 34
2021
Q4
$7.11M Buy
23,935
+2,093
+10% +$622K 0.82% 42
2021
Q3
$6.93M Buy
+21,842
New +$6.93M 0.88% 40