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Psagot Value Holdings’s Lithia Motors LAD Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-1,000
Closed -$329K – 339
2023
Q4 		$329K Hold
1,000
– – 0.14% 119
2023
Q3 		$299K Hold
1,000
– – 0.15% 111
2023
Q2 		$303K Buy
1,000
+150
+18% +$35.9K 0.15% 121
2023
Q1 		$190K Hold
850
– – 0.08% 180
2022
Q4 		$174K Hold
850
– – 0.05% 209
2022
Q3 		$182K Buy
+850
New +$222K 0.05% 198

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Psagot Value Holdings's LAD Position: Q1 2024 in Review

Psagot Value Holdings sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 1,000 shares — an estimated $329K sold.

Psagot Value Holdings first reported a position in LAD in Q3 2022 and held it in 6 quarters. The position peaked at $329K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Psagot Value Holdings reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 1,000 Lithia Motors shares in Q1 2024, an estimated $329K.
  • Psagot Value Holdings first reported a position in Lithia Motors in Q3 2022 and held it in 6 quarters.
  • Psagot Value Holdings's Lithia Motors position peaked at $329K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.