Surevest’s Lithia Motors LAD Stock Holding History

Surevest’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 Q3	$2K	Hold	8	–	–	﹤0.01%	397
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	423
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	404
2021 Q4	$2K	Buy	+8	New	+$2.47K	﹤0.01%	410

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Surevest's LAD Position: Q3 2022 in Review

Surevest held its Lithia Motors (LAD) position steady in Q3 2022 at 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Surevest first reported a position in LAD in Q4 2021 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

Surevest held 8 shares of Lithia Motors worth $2K as of Q3 2022.
Surevest left its Lithia Motors share count unchanged in Q3 2022.
Lithia Motors made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #397 holding.
Surevest first reported a position in Lithia Motors in Q4 2021 and has held it in 4 quarters since.
393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.