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Waldron Private Wealth’s Lithia Motors LAD Stock Holding History

Waldron Private Wealth’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
-3,885
Closed -$833K – 436
2022
Q4 		$833K Hold
3,885
– – 0.05% 176
2022
Q3 		$833K Sell
3,885
-19
-0.5% -$4.96K 0.05% 176
2022
Q2 		$1.07M Buy
3,904
+20
+0.5% +$5.83K 0.06% 161
2022
Q1 		$1.17M Buy
3,884
+3
+0.1% +$937 0.06% 166
2021
Q4 		$1.15M Buy
+3,881
New +$1.2M 0.06% 158

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
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 $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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Waldron Private Wealth's LAD Position: Q1 2023 in Review

Waldron Private Wealth sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 3,885 shares — an estimated $833K sold.

Waldron Private Wealth first reported a position in LAD in Q4 2021 and held it in 5 quarters. The position peaked at $1.17M in Q1 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Waldron Private Wealth reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Waldron Private Wealth sold 3,885 Lithia Motors shares in Q1 2023, an estimated $833K.
  • Waldron Private Wealth first reported a position in Lithia Motors in Q4 2021 and held it in 5 quarters.
  • Waldron Private Wealth's Lithia Motors position peaked at $1.17M in Q1 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Waldron Private Wealth's 13F filing for Q1 2023, filed 2 May 2023.