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Sumitomo Mitsui DS Asset Management’s Lithia Motors LAD Stock Holding History

Sumitomo Mitsui DS Asset Management’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
Q1 		– Sell
-7,757
Closed -$1.59M – 784
2022
Q4 		$1.59M Sell
7,757
-42
-0.5% -$8.97K 0.03% 413
2022
Q3 		$1.67M Buy
7,799
+183
+2% +$47.8K 0.04% 367
2022
Q2 		$2.09M Sell
7,616
-360
-5% -$105K 0.05% 302
2022
Q1 		$2.39M Buy
7,976
+183
+2% +$57.1K 0.05% 304
2021
Q4 		$2.31M Buy
+7,793
New +$2.41M 0.05% 333

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's LAD Position: Q1 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 7,757 shares — an estimated $1.59M sold.

Sumitomo Mitsui DS Asset Management first reported a position in LAD in Q4 2021 and held it in 5 quarters. The position peaked at $2.39M in Q1 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Sumitomo Mitsui DS Asset Management reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 7,757 Lithia Motors shares in Q1 2023, an estimated $1.59M.
  • Sumitomo Mitsui DS Asset Management first reported a position in Lithia Motors in Q4 2021 and held it in 5 quarters.
  • Sumitomo Mitsui DS Asset Management's Lithia Motors position peaked at $2.39M in Q1 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2023, filed 2 May 2023.