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Veritable’s Lithia Motors LAD Stock Holding History

Veritable’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
-783
Closed -$238K – 451
2023
Q2 		$238K Buy
+783
New +$188K ﹤0.01% 784
2022
Q3 		– Sell
-1,272
Closed -$350K – 851
2022
Q2 		$350K Buy
1,272
+20
+2% +$5.83K 0.01% 628
2022
Q1 		$376K Sell
1,252
-107
-8% -$33.4K 0.01% 639
2021
Q4 		$404K Buy
1,359
+643
+90% +$199K 0.01% 622
2021
Q3 		$227K Sell
716
-64
-8% -$22.3K ﹤0.01% 797
2021
Q2 		$268K Sell
780
-71
-8% -$25.7K ﹤0.01% 724
2021
Q1 		$332K Sell
851
-13
-2% -$4.67K 0.01% 624
2020
Q4 		$253K Sell
864
-69
-7% -$18.9K ﹤0.01% 678
2020
Q3 		$213K Buy
+933
New +$210K ﹤0.01% 681

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 $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Veritable's LAD Position: Q3 2023 in Review

Veritable sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 783 shares — an estimated $238K sold.

Veritable first reported a position in LAD in Q3 2020 and held it in 9 quarters. The position peaked at $404K in Q4 2021. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Veritable reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 783 Lithia Motors shares in Q3 2023, an estimated $238K.
  • Veritable first reported a position in Lithia Motors in Q3 2020 and held it in 9 quarters.
  • Veritable's Lithia Motors position peaked at $404K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.