Retireful LLC’s Lithia Motors LAD Stock Holding History

Retireful LLC’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 Q3	–	Sell	-2,997	Closed	-$911K	–	102
2023 Q2	$911K	Buy	+2,997	New	+$718K	0.34%	60

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

Retireful LLC's LAD Position: Q3 2023 in Review

Retireful LLC sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 2,997 shares — an estimated $911K sold.

Retireful LLC first reported a position in LAD in Q2 2023 and held it in 1 quarter. The position peaked at $911K in Q2 2023. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

Retireful LLC reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
Retireful LLC sold 2,997 Lithia Motors shares in Q3 2023, an estimated $911K.
Retireful LLC first reported a position in Lithia Motors in Q2 2023 and held it in 1 quarter.
Retireful LLC's Lithia Motors position peaked at $911K in Q2 2023.
388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Retireful LLC's 13F filing for Q3 2023, filed 5 Oct 2023.