Wolverine Asset Management’s Lithia Motors LAD Stock Holding History

Wolverine Asset 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
2021 Q4	–	Sell	-20,000	Closed	-$6.34M	–	2139
2021 Q3	$6.34M	Buy	20,000 +2,008	+11%	+$699K	0.05%	250
2021 Q2	$6.18M	Buy	17,992 +13,992	+350%	+$5.06M	0.05%	237
2021 Q1	$1.56M	Sell	4,000 -4,454	-53%	-$1.6M	0.01%	511
2020 Q4	$2.47M	Sell	8,454 -26,546	-76%	-$7.26M	0.02%	395
2020 Q3	$7.98M	Buy	+35,000	New	+$7.87M	0.07%	168
2017 Q2	–	Sell	-5,200	Closed	-$445K	–	1375
2017 Q1	$445K	Buy	+5,200	New	+$504K	0.01%	725

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wolverine Asset Management's LAD Position: Q4 2021 in Review

Wolverine Asset Management sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 20,000 shares — an estimated $6.34M sold.

Wolverine Asset Management first reported a position in LAD in Q1 2017 and held it in 6 quarters. The position peaked at $7.98M in Q3 2020. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

Wolverine Asset Management reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
Wolverine Asset Management sold 20,000 Lithia Motors shares in Q4 2021, an estimated $6.34M.
Wolverine Asset Management first reported a position in Lithia Motors in Q1 2017 and held it in 6 quarters.
Wolverine Asset Management's Lithia Motors position peaked at $7.98M in Q3 2020.
430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Wolverine Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.