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BTC Capital Management’s Lithia Motors LAD Stock Holding History

BTC Capital Management’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
2024
Q2 		– Sell
-766
Closed -$230K – 224
2024
Q1 		$230K Buy
+766
New +$226K 0.02% 218
2023
Q3 		$272K Sell
922
-136
-13% -$41.4K 0.03% 196
2023
Q2 		$326K Sell
1,058
-318
-23% -$76.2K 0.04% 197
2023
Q1 		$314K Sell
1,376
-210
-13% -$51.1K 0.04% 186
2022
Q4 		$325K Buy
1,586
+214
+16% +$45.7K 0.04% 200
2022
Q3 		$296K Buy
1,372
+201
+17% +$52.5K 0.04% 205
2022
Q2 		$323K Buy
1,171
+48
+4% +$14K 0.04% 200
2022
Q1 		$334K Sell
1,123
-94
-8% -$29.3K 0.03% 222
2021
Q4 		$362K Buy
+1,217
New +$376K 0.04% 223
2021
Q3 		– Sell
-597
Closed -$205K – 216
2021
Q2 		$205K Sell
597
-125
-17% -$45.2K 0.02% 212
2021
Q1 		$281K Sell
722
-223
-24% -$80.1K 0.03% 198
2020
Q4 		$275K Sell
945
-167
-15% -$45.7K 0.03% 199
2020
Q3 		$254K Buy
+1,112
New +$250K 0.04% 178

Other funds holding LAD

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

BTC Capital Management's LAD Position: Q2 2024 in Review

BTC Capital Management sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 766 shares — an estimated $230K sold.

BTC Capital Management first reported a position in LAD in Q3 2020 and held it in 13 quarters. The position peaked at $362K in Q4 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • BTC Capital Management reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • BTC Capital Management sold 766 Lithia Motors shares in Q2 2024, an estimated $230K.
  • BTC Capital Management first reported a position in Lithia Motors in Q3 2020 and held it in 13 quarters.
  • BTC Capital Management's Lithia Motors position peaked at $362K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on BTC Capital Management's 13F filing for Q2 2024, filed 19 Jul 2024.