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AdvisorShares Investments’s Lithia Motors LAD Stock Holding History

AdvisorShares Investments’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
2025
Q1 		– Sell
-1,300
Closed -$465K – 299
2024
Q4 		$465K Buy
+1,300
New +$458K 0.09% 137
2022
Q2 		– Sell
-860
Closed -$258K – 257
2022
Q1 		$258K Buy
+860
New +$268K 0.04% 154
2021
Q2 		– Sell
-5,338
Closed -$2.08M – 211
2021
Q1 		$2.08M Buy
+5,338
New +$1.92M 0.26% 38

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AdvisorShares Investments's LAD Position: Q1 2025 in Review

AdvisorShares Investments sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 1,300 shares — an estimated $465K sold.

AdvisorShares Investments first reported a position in LAD in Q1 2021 and held it in 3 quarters. The position peaked at $2.08M in Q1 2021. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • AdvisorShares Investments reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 1,300 Lithia Motors shares in Q1 2025, an estimated $465K.
  • AdvisorShares Investments first reported a position in Lithia Motors in Q1 2021 and held it in 3 quarters.
  • AdvisorShares Investments's Lithia Motors position peaked at $2.08M in Q1 2021.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on AdvisorShares Investments's 13F filing for Q1 2025, filed 13 May 2025.