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Steward Financial Group’s Lithia Motors LAD Stock Holding History

Steward Financial Group’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 		$11K Buy
38
+4
+12% +$1.22K ﹤0.01% 355
2023
Q2 		$10K Buy
+34
New +$8.14K ﹤0.01% 377
2022
Q3 		– Sell
-20
Closed -$5K – 745
2022
Q2 		$5K Buy
+20
New +$5.83K ﹤0.01% 334

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
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
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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Steward Financial Group's LAD Position: Q3 2023 in Review

Steward Financial Group increased its Lithia Motors (LAD) stake by 12% in Q3 2023, buying an estimated $1.22K and bringing the position to 38 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Steward Financial Group first reported a position in LAD in Q2 2022 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Steward Financial Group held 38 shares of Lithia Motors worth $11K as of Q3 2023.
  • Steward Financial Group bought 4 Lithia Motors shares in Q3 2023, an estimated $1.22K.
  • Lithia Motors made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #355 holding.
  • Steward Financial Group first reported a position in Lithia Motors in Q2 2022 and has held it in 3 quarters since.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.