Alaska Permanent Fund’s Lithia Motors LAD Stock Holding History

Alaska Permanent Fund’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 Q2	–	Sell	-9,772	Closed	-$2.86M	–	243
2025 Q1	$2.86M	Hold	9,772	–	–	0.04%	191
2024 Q4	$3.49M	Hold	9,772	–	–	0.05%	155
2024 Q3	$3.1M	Hold	9,772	–	–	0.05%	181
2024 Q2	$2.7M	Buy	9,772 +660	+7%	+$173K	0.04%	245
2024 Q1	$2.74M	Buy	9,112 +6	+0.1%	+$1.77K	0.04%	217
2023 Q4	$3M	Sell	9,106 -94	-1%	-$25.8K	0.05%	154
2023 Q3	$2.72M	Hold	9,200	–	–	0.05%	152
2023 Q2	$2.8M	Buy	+9,200	New	+$2.2M	0.06%	133
2022 Q4	$1.66M	Hold	8,100	–	–	0.03%	278
2022 Q3	$1.74M	Hold	8,100	–	–	0.03%	249
2022 Q2	$2.23M	Buy	+8,100	New	+$2.36M	0.03%	174

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alaska Permanent Fund's LAD Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 9,772 shares — an estimated $2.86M sold.

Alaska Permanent Fund first reported a position in LAD in Q2 2022 and held it in 11 quarters. The position peaked at $3.49M in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

Alaska Permanent Fund reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 9,772 Lithia Motors shares in Q2 2025, an estimated $2.86M.
Alaska Permanent Fund first reported a position in Lithia Motors in Q2 2022 and held it in 11 quarters.
Alaska Permanent Fund's Lithia Motors position peaked at $3.49M in Q4 2024.
453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.