Scott Ferguson’s Lithia Motors LAD Stock Holding History

Scott Ferguson’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 Q4	–	Sell	-422,800	Closed	-$134M	–	23
2021 Q3	$134M	Buy	+422,800	New	+$147M	3.31%	10

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Scott Ferguson's LAD Position: Q4 2021 in Review

Scott Ferguson sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 422,800 shares — an estimated $134M sold.

Scott Ferguson first reported a position in LAD in Q3 2021 and held it in 1 quarter. The position peaked at $134M in Q3 2021. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

Scott Ferguson reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
Scott Ferguson sold 422,800 Lithia Motors shares in Q4 2021, an estimated $134M.
Scott Ferguson first reported a position in Lithia Motors in Q3 2021 and held it in 1 quarter.
Scott Ferguson's Lithia Motors position peaked at $134M in Q3 2021.
430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Sachem Head Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.