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

Pictet Asset Management (UK)’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
2021
Q2 		$709K Buy
2,064
+64
+3% +$23.1K ﹤0.01% 1150
2021
Q1 		$780K Sell
2,000
-200
-9% -$71.9K ﹤0.01% 1098
2020
Q4 		$644K Buy
2,200
+200
+10% +$54.7K ﹤0.01% 1103
2020
Q3 		$456K Buy
+2,000
New +$450K ﹤0.01% 1096

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pictet Asset Management (UK)'s LAD Position: Q2 2021 in Review

Pictet Asset Management (UK) increased its Lithia Motors (LAD) stake by 3.2% in Q2 2021, buying an estimated $23.1K and bringing the position to 2,064 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Pictet Asset Management (UK) first reported a position in LAD in Q3 2020 and has held it in 4 quarters since. The position peaked at $780K in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

  • Pictet Asset Management (UK) held 2,064 shares of Lithia Motors worth $709K as of Q2 2021.
  • Pictet Asset Management (UK) bought 64 Lithia Motors shares in Q2 2021, an estimated $23.1K.
  • Lithia Motors made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1150 holding.
  • Pictet Asset Management (UK) first reported a position in Lithia Motors in Q3 2020 and has held it in 4 quarters since.
  • Pictet Asset Management (UK)'s Lithia Motors position peaked at $780K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.