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Sutton Wealth Advisors’s Lithia Motors LAD Stock Holding History

Sutton Wealth Advisors’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
-1
Closed -$205 – 1207
2022
Q4 		$205 Hold
1
– – ﹤0.01% 1591
2022
Q3 		$215 Sell
1
-3
-75% -$784 ﹤0.01% 1554
2022
Q2 		$1.1K Hold
4
– – ﹤0.01% 1260
2022
Q1 		$1.2K Buy
4
+1
+33% +$312 ﹤0.01% 1293
2021
Q4 		$891 Buy
+3
New +$927 ﹤0.01% 1356
2020
Q3 		– Sell
-283
Closed -$42.8K – 1234
2020
Q2 		$42.8K Buy
283
+62
+28% +$7.1K 0.02% 336
2020
Q1 		$18.1K Sell
221
-50
-18% -$6.03K 0.01% 504
2019
Q4 		$39.8K Hold
271
– – 0.02% 375
2019
Q3 		$35.9K Sell
271
-36
-12% -$4.6K 0.02% 396
2019
Q2 		$36.5K Buy
307
+86
+39% +$9.51K 0.02% 385
2019
Q1 		$20.5K Sell
221
-230
-51% -$20K 0.01% 563
2018
Q4 		$34.4K Buy
451
+157
+53% +$12.4K 0.02% 356
2018
Q3 		$24K Hold
294
– – 0.02% 520
2018
Q2 		$27.8K Hold
294
– – 0.02% 465
2018
Q1 		$29.6K Hold
294
– – 0.02% 426
2017
Q4 		$33.4K Hold
294
– – 0.02% 386
2017
Q3 		$35.4K Hold
294
– – 0.03% 358
2017
Q2 		$27.7K Hold
294
– – 0.02% 426
2017
Q1 		$25.2K Hold
294
– – 0.02% 429
2016
Q4 		$28.5K Hold
294
– – 0.03% 383
2016
Q3 		$28.1K Buy
294
+236
+407% +$19.8K 0.03% 372
2016
Q2 		$4.12K Sell
58
-196
-77% -$15.7K ﹤0.01% 825
2016
Q1 		$22.2K Buy
+254
New +$21.8K 0.02% 412

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

Sutton Wealth Advisors's LAD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 1 share — an estimated $205 sold.

Sutton Wealth Advisors first reported a position in LAD in Q1 2016 and held it in 23 quarters. The position peaked at $42.8K in Q2 2020. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1 Lithia Motors share in Q1 2023, an estimated $205.
  • Sutton Wealth Advisors first reported a position in Lithia Motors in Q1 2016 and held it in 23 quarters.
  • Sutton Wealth Advisors's Lithia Motors position peaked at $42.8K in Q2 2020.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.