WesBanco Bank’s Lithia Motors LAD Stock Holding History

WesBanco Bank’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
2024 Q2	–	Sell	-3,240	Closed	-$975K	–	590
2024 Q1	$975K	Buy	+3,240	New	+$958K	0.04%	303
2023 Q4	–	Sell	-4,298	Closed	-$1.27M	–	475
2023 Q3	$1.27M	Hold	4,298	–	–	0.06%	236
2023 Q2	$1.31M	Hold	4,298	–	–	0.05%	232
2023 Q1	$984K	Sell	4,298 -6,415	-60%	-$1.56M	0.04%	275
2022 Q4	$2.19M	Buy	+10,713	New	+$2.29M	0.1%	166
2022 Q3	–	Sell	-10,713	Closed	-$2.94M	–	457
2022 Q2	$2.94M	Hold	10,713	–	–	0.13%	142
2022 Q1	$3.21M	Hold	10,713	–	–	0.12%	150
2021 Q4	$3.18M	Hold	10,713	–	–	0.11%	158
2021 Q3	$3.4M	Hold	10,713	–	–	0.13%	148
2021 Q2	$3.68M	Sell	10,713 -1,726	-14%	-$624K	0.14%	145
2021 Q1	$4.85M	Buy	+12,439	New	+$4.47M	0.19%	122
2020 Q3	$3.06M	Sell	13,411 -1,060	-7%	-$238K	0.14%	137
2020 Q2	$2.19M	Hold	14,471	–	–	0.11%	159
2020 Q1	$1.18M	Buy	14,471 +3,848	+36%	+$464K	0.07%	220
2019 Q4	$1.56M	Hold	10,623	–	–	0.07%	218
2019 Q3	$1.41M	Hold	10,623	–	–	0.07%	224
2019 Q2	$1.26M	Hold	10,623	–	–	0.06%	238
2019 Q1	$985K	Sell	10,623 -8,144	-43%	-$708K	0.05%	256
2018 Q4	$1.43M	Sell	18,767 -5,918	-24%	-$468K	0.09%	192
2018 Q3	$2.02M	Buy	24,685 +5,918	+32%	+$522K	0.1%	179
2018 Q2	$1.77M	Hold	18,767	–	–	0.09%	197
2018 Q1	$1.89M	Buy	+18,767	New	+$2.12M	0.1%	185
2017 Q4	–	Sell	-18,767	Closed	-$2.26M	–	468
2017 Q3	$2.26M	Sell	18,767 -3,233	-15%	-$338K	0.12%	161
2017 Q2	$2.07M	Sell	22,000 -5,251	-19%	-$474K	0.11%	163
2017 Q1	$2.33M	Sell	27,251 -8,949	-25%	-$868K	0.13%	150
2016 Q4	$3.5M	Hold	36,200	–	–	0.2%	104
2016 Q3	$3.46M	Sell	36,200 -2,195	-6%	-$184K	0.2%	103
2016 Q2	$2.73M	Buy	38,395 +4,500	+13%	+$361K	0.16%	125
2016 Q1	$2.96M	Hold	33,895	–	–	0.18%	123
2015 Q4	$3.62M	Buy	33,895 +1,695	+5%	+$195K	0.21%	107
2015 Q3	$3.48M	Hold	32,200	–	–	0.21%	106
2015 Q2	$3.64M	Hold	32,200	–	–	0.2%	107
2015 Q1	$3.2M	Hold	32,200	–	–	0.18%	121
2014 Q4	$2.79M	Buy	32,200 +10,054	+45%	+$779K	0.15%	136
2014 Q3	$1.68M	Buy	22,146 +1,246	+6%	+$110K	0.09%	176
2014 Q2	$1.97M	Buy	20,900 +500	+2%	+$38.2K	0.11%	161
2014 Q1	$1.36M	Buy	20,400 +2,400	+13%	+$150K	0.08%	197
2013 Q4	$1.25M	Buy	18,000 +5,300	+42%	+$356K	0.07%	203
2013 Q3	$927K	Hold	12,700	–	–	0.06%	223
2013 Q2	$677K	Buy	+12,700	New	+$638K	0.04%	271

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

WesBanco Bank's LAD Position: Q2 2024 in Review

WesBanco Bank sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 3,240 shares — an estimated $975K sold.

WesBanco Bank first reported a position in LAD in Q2 2013 and held it in 40 quarters. The position peaked at $4.85M in Q1 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

WesBanco Bank reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
WesBanco Bank sold 3,240 Lithia Motors shares in Q2 2024, an estimated $975K.
WesBanco Bank first reported a position in Lithia Motors in Q2 2013 and held it in 40 quarters.
WesBanco Bank's Lithia Motors position peaked at $4.85M in Q1 2021.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on WesBanco Bank's 13F filing for Q2 2024, filed 11 Jul 2024.