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Trust Company of Vermont’s Lithia Motors LAD Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-7
Closed -$2.07K – 856
2023
Q3 		$2.07K Sell
7
-465
-99% -$142K ﹤0.01% 753
2023
Q2 		$144K Sell
472
-67
-12% -$16K 0.01% 350
2023
Q1 		$123K Buy
539
+28
+5% +$6.81K 0.01% 370
2022
Q4 		$105K Hold
511
– – 0.01% 376
2022
Q3 		$110K Hold
511
– – 0.01% 372
2022
Q2 		$140K Buy
+511
New +$149K 0.01% 335

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Trust Company of Vermont's LAD Position: Q4 2023 in Review

Trust Company of Vermont sold out of Lithia Motors (LAD) in Q4 2023, closing a stake of 7 shares — an estimated $2.07K sold.

Trust Company of Vermont first reported a position in LAD in Q2 2022 and held it in 6 quarters. The position peaked at $144K in Q2 2023. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

  • Trust Company of Vermont reported no remaining Lithia Motors position as of Q4 2023 after selling out during the quarter.
  • Trust Company of Vermont sold 7 Lithia Motors shares in Q4 2023, an estimated $2.07K.
  • Trust Company of Vermont first reported a position in Lithia Motors in Q2 2022 and held it in 6 quarters.
  • Trust Company of Vermont's Lithia Motors position peaked at $144K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.