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Vident Investment Advisory’s Lithia Motors LAD Stock Holding History

Vident Investment Advisory’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
-1,957
Closed -$448K – 1276
2023
Q1 		$448K Buy
1,957
+144
+8% +$35K 0.01% 814
2022
Q4 		$371K Sell
1,813
-7,676
-81% -$1.64M 0.01% 813
2022
Q3 		$1.98M Buy
+9,489
New +$2.48M 0.06% 370
2021
Q3 		– Sell
-5,687
Closed -$1.95M – 1199
2021
Q2 		$1.95M Sell
5,687
-162
-3% -$58.6K 0.06% 418
2021
Q1 		$2.28M Sell
5,849
-714
-11% -$257K 0.08% 319
2020
Q4 		$1.92M Sell
6,563
-356
-5% -$97.4K 0.08% 295
2020
Q3 		$1.58M Buy
+6,919
New +$1.56M 0.08% 334
2020
Q1 		– Sell
-17,547
Closed -$2.58M – 825
2019
Q4 		$2.58M Buy
+17,547
New +$2.64M 0.16% 173

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

Vident Investment Advisory's LAD Position: Q2 2023 in Review

Vident Investment Advisory sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 1,957 shares — an estimated $448K sold.

Vident Investment Advisory first reported a position in LAD in Q4 2019 and held it in 8 quarters. The position peaked at $2.58M in Q4 2019. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • Vident Investment Advisory reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 1,957 Lithia Motors shares in Q2 2023, an estimated $448K.
  • Vident Investment Advisory first reported a position in Lithia Motors in Q4 2019 and held it in 8 quarters.
  • Vident Investment Advisory's Lithia Motors position peaked at $2.58M in Q4 2019.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.