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Systematic Financial Management’s Lithia Motors LAD Stock Holding History

Systematic Financial 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
Q2 		– Sell
-786
Closed -$180K – 275
2023
Q1 		$180K Buy
+786
New +$191K 0.01% 250
2020
Q2 		– Sell
-2,175
Closed -$178K – 524
2020
Q1 		$178K Sell
2,175
-630
-22% -$76K 0.01% 415
2019
Q4 		$412K Hold
2,805
– – 0.02% 445
2019
Q3 		$371K Buy
+2,805
New +$358K 0.02% 459

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Systematic Financial Management's LAD Position: Q2 2023 in Review

Systematic Financial Management sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 786 shares — an estimated $180K sold.

Systematic Financial Management first reported a position in LAD in Q3 2019 and held it in 4 quarters. The position peaked at $412K in Q4 2019. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Systematic Financial Management reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Systematic Financial Management sold 786 Lithia Motors shares in Q2 2023, an estimated $180K.
  • Systematic Financial Management first reported a position in Lithia Motors in Q3 2019 and held it in 4 quarters.
  • Systematic Financial Management's Lithia Motors position peaked at $412K in Q4 2019.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.