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Phoenix Financial’s Lithia Motors LAD Stock Holding History

Phoenix 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
2024
Q2 		– Sell
-950
Closed -$285K – 403
2024
Q1 		$285K Buy
+950
New +$281K ﹤0.01% 335
2021
Q4 		– Sell
-4,574
Closed -$1.58M – 407
2021
Q3 		$1.58M Buy
+4,574
New +$1.59M 0.03% 236

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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

Phoenix Financial's LAD Position: Q2 2024 in Review

Phoenix Financial sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 950 shares — an estimated $285K sold.

Phoenix Financial first reported a position in LAD in Q3 2021 and held it in 2 quarters. The position peaked at $1.58M in Q3 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Phoenix Financial reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 950 Lithia Motors shares in Q2 2024, an estimated $285K.
  • Phoenix Financial first reported a position in Lithia Motors in Q3 2021 and held it in 2 quarters.
  • Phoenix Financial's Lithia Motors position peaked at $1.58M in Q3 2021.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.