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Winmill & Co’s Lithia Motors LAD Stock Holding History

Winmill & Co’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
2022
Q4 		– Sell
-26,125
Closed -$5.61M – 81
2022
Q3 		$5.61M Hold
26,125
– – 2.22% 16
2022
Q2 		$7.18M Hold
26,125
– – 2.6% 11
2022
Q1 		$7.84M Buy
26,125
+5,225
+25% +$1.63M 2.39% 15
2021
Q4 		$6.21M Buy
+20,900
New +$6.46M 1.79% 22

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Winmill & Co's LAD Position: Q4 2022 in Review

Winmill & Co sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 26,125 shares — an estimated $5.61M sold.

Winmill & Co first reported a position in LAD in Q4 2021 and held it in 4 quarters. The position peaked at $7.84M in Q1 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Winmill & Co reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Winmill & Co sold 26,125 Lithia Motors shares in Q4 2022, an estimated $5.61M.
  • Winmill & Co first reported a position in Lithia Motors in Q4 2021 and held it in 4 quarters.
  • Winmill & Co's Lithia Motors position peaked at $7.84M in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Winmill & Co's 13F filing for Q4 2022, filed 13 Feb 2023.