YorkBridge Wealth Partners’s Lithia Motors LAD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-935	Closed	-$257K	–	291
2022 Q2	$257K	Sell	935 -167	-15%	-$48.7K	0.07%	227
2022 Q1	$331K	Buy	1,102 +159	+17%	+$49.6K	0.07%	217
2021 Q4	$280K	Buy	+943	New	+$291K	0.06%	240
2018 Q3	–	Sell	-235	Closed	-$22K	–	802
2018 Q2	$22K	Buy	235 +59	+34%	+$5.84K	0.01%	518
2018 Q1	$18K	Buy	176 +25	+17%	+$2.83K	0.01%	555
2017 Q4	$17K	Sell	151 -20	-12%	-$2.33K	0.01%	560
2017 Q3	$21K	Sell	171 -30	-15%	-$3.14K	0.01%	515
2017 Q2	$19K	Hold	201	–	–	0.01%	522
2017 Q1	$18K	Buy	201 +189	+1,575%	+$18.3K	0.01%	530
2016 Q4	$1K	Buy	+12	New	+$1.1K	﹤0.01%	834

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

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

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

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

YorkBridge Wealth Partners's LAD Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 935 shares — an estimated $257K sold.

YorkBridge Wealth Partners first reported a position in LAD in Q4 2016 and held it in 10 quarters. The position peaked at $331K in Q1 2022. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

YorkBridge Wealth Partners reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 935 Lithia Motors shares in Q3 2022, an estimated $257K.
YorkBridge Wealth Partners first reported a position in Lithia Motors in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Lithia Motors position peaked at $331K in Q1 2022.
393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.