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Vigilant Capital Management’s Lithia Motors LAD Stock Holding History

Vigilant Capital Management’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
Q1 		– Sell
-21
Closed -$4K – 475
2022
Q4 		$4K Hold
21
– – ﹤0.01% 457
2022
Q3 		$5K Hold
21
– – ﹤0.01% 516
2022
Q2 		$6K Hold
21
– – ﹤0.01% 499
2022
Q1 		$6K Hold
21
– – ﹤0.01% 510
2021
Q4 		$6K Hold
21
– – ﹤0.01% 554
2021
Q3 		$7K Buy
+21
New +$7.31K ﹤0.01% 581

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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 $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Vigilant Capital Management's LAD Position: Q1 2023 in Review

Vigilant Capital Management sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 21 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in LAD in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Vigilant Capital Management reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Vigilant Capital Management sold 21 Lithia Motors shares in Q1 2023, an estimated $4K.
  • Vigilant Capital Management first reported a position in Lithia Motors in Q3 2021 and held it in 6 quarters.
  • Vigilant Capital Management's Lithia Motors position peaked at $7K in Q3 2021.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.