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Stonebridge Financial Planning Group’s Lithia Motors LAD Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-100
Closed -$29K – 251
2021
Q4 		$29K Hold
100
– – 0.02% 265
2021
Q3 		$33K Hold
100
– – 0.02% 259
2021
Q2 		$36K Hold
100
– – 0.02% 240
2021
Q1 		$40K Hold
100
– – 0.02% 230
2020
Q4 		$29K Hold
100
– – 0.02% 239
2020
Q3 		$27K Hold
100
– – 0.02% 234
2020
Q2 		$16K Hold
100
– – 0.01% 279
2020
Q1 		$8K Hold
100
– – 0.01% 325
2019
Q4 		$15K Buy
+100
New +$15K 0.01% 261

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonebridge Financial Planning Group's LAD Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Lithia Motors (LAD) in Q1 2022, closing a stake of 100 shares — an estimated $29K sold.

Stonebridge Financial Planning Group first reported a position in LAD in Q4 2019 and held it in 9 quarters. The position peaked at $40K in Q1 2021. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Lithia Motors position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Lithia Motors shares in Q1 2022, an estimated $29K.
  • Stonebridge Financial Planning Group first reported a position in Lithia Motors in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Lithia Motors position peaked at $40K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.