TWC
LAD icon

TD Waterhouse Canada’s Lithia Motors LAD Stock Holding History

TD Waterhouse Canada’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
Q3 		– Sell
-7
Closed -$2.13K – 1764
2023
Q2 		$2.13K Hold
7
– – ﹤0.01% 1533
2023
Q1 		$1.57K Hold
7
– – ﹤0.01% 1546
2022
Q4 		$1.41K Hold
7
– – ﹤0.01% 1531
2022
Q3 		$1.54K Hold
7
– – ﹤0.01% 1532
2022
Q2 		$1.96K Buy
+7
New +$2.04K ﹤0.01% 1542

Other funds holding LAD

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 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
MP
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
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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

TD Waterhouse Canada's LAD Position: Q3 2023 in Review

TD Waterhouse Canada sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 7 shares — an estimated $2.13K sold.

TD Waterhouse Canada first reported a position in LAD in Q2 2022 and held it in 5 quarters. The position peaked at $2.13K in Q2 2023. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • TD Waterhouse Canada reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • TD Waterhouse Canada sold 7 Lithia Motors shares in Q3 2023, an estimated $2.13K.
  • TD Waterhouse Canada first reported a position in Lithia Motors in Q2 2022 and held it in 5 quarters.
  • TD Waterhouse Canada's Lithia Motors position peaked at $2.13K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on TD Waterhouse Canada's 13F filing for Q3 2023, filed 13 Nov 2023.