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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 $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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