Number of Shares
3,751.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.72%
Total Estimate Gain
$739,757.55
% of Total Estimate Gain
86.70%

Small Cap Opportunities Trust's Lithia Motors Inc Holding Summary

As of 2025-03-31, JOHN HANCOCK VARIABLE INSURANCE TRUST held 3,751.00 shares of Lithia Motors Inc(LAD), totaling $1.10 Mil. This investment constitutes 0.72% of their stock portfolio, and JOHN HANCOCK VARIABLE INSURANCE TRUST now holds 0.01% of the outstanding Lithia Motors Inc(LAD) stock.

The initial trade took place in 2019Q3. And since then Small Cap Opportunities Trust has made 8 purchases of LAD, at an average price of $155.64, for a total of 5,482.00 shares. In addition, there have been 8 sales at an average price of $238.84 for 1,731.00 shares. Based on historical transaction data and LAD's current price of $314.46, Small Cap Opportunities Trust's estimated gain on his LAD holdings is $739,757.55, reflecting a 86.70% gain to date.

Small Cap Opportunities Trust LAD ($314.46) Holding Chart

Small Cap Opportunities Trust LAD ($314.46) 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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