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 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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 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.