Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$649,854.70
% of Total Estimate Gain
18.54%

Calvert Focused Value Fund's Lithia Motors Inc Holding Summary

As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held - shares of Lithia Motors Inc(LAD), totaling N/A. This investment constitutes 0% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Lithia Motors Inc(LAD) stock.

The initial trade took place in 2022Q2. And since then Calvert Focused Value Fund has made 6 purchases of LAD, at an average price of $262.47, for a total of 13,352.00 shares. In addition, there have been 5 sales at an average price of $311.14 for 13,352.00 shares. Based on historical transaction data and LAD's current price of $311.56, Calvert Focused Value Fund's estimated gain on his LAD holdings is $649,854.70, reflecting a 18.54% gain to date.

Calvert Focused Value Fund LAD ($311.56) Holding Chart

Calvert Focused Value Fund LAD ($311.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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