Sumitomo Mitsui Trust Group
LAD icon

Sumitomo Mitsui Trust Group’s Lithia Motors LAD Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		– Sell
-5,616
Closed -$1.15M – 1174
2022
Q4 		$1.15M Sell
5,616
-567
-9% -$121K ﹤0.01% 1007
2022
Q3 		$1.33M Hold
6,183
– – ﹤0.01% 995
2022
Q2 		$1.7M Buy
+6,183
New +$1.8M ﹤0.01% 973
2022
Q1 		– Sell
-7,846
Closed -$2.33M – 1208
2021
Q4 		$2.33M Buy
7,846
+6,716
+594% +$2.07M ﹤0.01% 917
2021
Q3 		$358K Buy
+1,130
New +$393K ﹤0.01% 1133
2021
Q1 		– Sell
-6,630
Closed -$1.94M – 1163
2020
Q4 		$1.94M Sell
6,630
-437
-6% -$120K ﹤0.01% 908
2020
Q3 		$1.61M Buy
+7,067
New +$1.59M ﹤0.01% 914
2020
Q1 		– Sell
-18,272
Closed -$2.69M – 1123
2019
Q4 		$2.69M Sell
18,272
-3,350
-15% -$503K ﹤0.01% 869
2019
Q3 		$2.86M Buy
+21,622
New +$2.76M ﹤0.01% 845

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LAD Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 5,616 shares — an estimated $1.15M sold.

Sumitomo Mitsui Trust Group first reported a position in LAD in Q3 2019 and held it in 9 quarters. The position peaked at $2.86M in Q3 2019. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 5,616 Lithia Motors shares in Q1 2023, an estimated $1.15M.
  • Sumitomo Mitsui Trust Group first reported a position in Lithia Motors in Q3 2019 and held it in 9 quarters.
  • Sumitomo Mitsui Trust Group's Lithia Motors position peaked at $2.86M in Q3 2019.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.