Pictet Asset Management (Switzerland)’s Lithia Motors LAD Stock Holding History

Pictet Asset Management (Switzerland)’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	$983K	Hold	3,234	–	–	﹤0.01%	991
2023 Q1	$740K	Hold	3,234	–	–	﹤0.01%	1076
2022 Q4	$662K	Buy	3,234 +1,238	+62%	+$265K	﹤0.01%	1129
2022 Q3	$428K	Hold	1,996	–	–	﹤0.01%	1124
2022 Q2	$549K	Hold	1,996	–	–	﹤0.01%	1106
2022 Q1	$599K	Buy	1,996 +106	+6%	+$33.1K	﹤0.01%	1129
2021 Q4	$561K	Sell	1,890 -174	-8%	-$53.7K	﹤0.01%	1172
2021 Q3	$654K	Buy	+2,064	New	+$719K	﹤0.01%	1145

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s LAD Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Lithia Motors (LAD) position steady in Q2 2023 at 3,234 shares worth $983K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Pictet Asset Management (Switzerland) first reported a position in LAD in Q3 2021 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,234 shares of Lithia Motors worth $983K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Lithia Motors share count unchanged in Q2 2023.
Lithia Motors made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #991 holding.
Pictet Asset Management (Switzerland) first reported a position in Lithia Motors in Q3 2021 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.