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Prudent Man Advisors’s Lithia Motors LAD Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-689
Closed -$237K – 218
2021
Q2 		$237K Sell
689
-131
-16% -$47.4K 0.09% 181
2021
Q1 		$320K Sell
820
-1
-0.1% -$359 0.13% 125
2020
Q4 		$240K Sell
821
-663
-45% -$181K 0.1% 154
2020
Q3 		$338K Sell
1,484
-16
-1% -$3.6K 0.18% 103
2020
Q2 		$227K Buy
+1,500
New +$172K 0.2% 131

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prudent Man Advisors's LAD Position: Q3 2021 in Review

Prudent Man Advisors sold out of Lithia Motors (LAD) in Q3 2021, closing a stake of 689 shares — an estimated $237K sold.

Prudent Man Advisors first reported a position in LAD in Q2 2020 and held it in 5 quarters. The position peaked at $338K in Q3 2020. 423 funds tracked by Wall St. Rank hold LAD as of Q3 2021.

  • Prudent Man Advisors reported no remaining Lithia Motors position as of Q3 2021 after selling out during the quarter.
  • Prudent Man Advisors sold 689 Lithia Motors shares in Q3 2021, an estimated $237K.
  • Prudent Man Advisors first reported a position in Lithia Motors in Q2 2020 and held it in 5 quarters.
  • Prudent Man Advisors's Lithia Motors position peaked at $338K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2021.

Based on Prudent Man Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.