Rice Hall James & Associates’s Lithia Motors LAD Stock Holding History

Rice Hall James & Associates’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
2022 Q2	–	Sell	-952	Closed	-$286K	–	292
2022 Q1	$286K	Sell	952 -2	-0.2%	-$624	0.01%	277
2021 Q4	$283K	Hold	954	–	–	0.01%	289
2021 Q3	$302K	Hold	954	–	–	0.01%	277
2021 Q2	$328K	Hold	954	–	–	0.01%	276
2021 Q1	$372K	Sell	954 -328	-26%	-$118K	0.01%	267
2020 Q4	$375K	Hold	1,282	–	–	0.01%	266
2020 Q3	$292K	Buy	+1,282	New	+$288K	0.01%	255

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Rice Hall James & Associates's LAD Position: Q2 2022 in Review

Rice Hall James & Associates sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 952 shares — an estimated $286K sold.

Rice Hall James & Associates first reported a position in LAD in Q3 2020 and held it in 7 quarters. The position peaked at $375K in Q4 2020. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

Rice Hall James & Associates reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
Rice Hall James & Associates sold 952 Lithia Motors shares in Q2 2022, an estimated $286K.
Rice Hall James & Associates first reported a position in Lithia Motors in Q3 2020 and held it in 7 quarters.
Rice Hall James & Associates's Lithia Motors position peaked at $375K in Q4 2020.
416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Rice Hall James & Associates's 13F filing for Q2 2022, filed 8 Aug 2022.