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Burney Company’s Lithia Motors LAD Stock Holding History

Burney Company’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
Q3 		– Sell
-972
Closed -$328K – 598
2025
Q2 		$328K Sell
972
-121
-11% -$37.4K 0.01% 483
2025
Q1 		$321K Sell
1,093
-100
-8% -$34.1K 0.01% 487
2024
Q4 		$426K Sell
1,193
-540
-31% -$190K 0.02% 451
2024
Q3 		$550K Sell
1,733
-61
-3% -$17K 0.02% 421
2024
Q2 		$453K Sell
1,794
-128
-7% -$33.5K 0.02% 443
2024
Q1 		$578K Sell
1,922
-207
-10% -$61.2K 0.02% 406
2023
Q4 		$701K Sell
2,129
-205
-9% -$56.2K 0.03% 373
2023
Q3 		$689K Sell
2,334
-610
-21% -$186K 0.03% 357
2023
Q2 		$895K Sell
2,944
-95
-3% -$22.8K 0.04% 330
2023
Q1 		$696K Sell
3,039
-22
-0.7% -$5.35K 0.03% 358
2022
Q4 		$627K Sell
3,061
-783
-20% -$167K 0.03% 359
2022
Q3 		$825K Sell
3,844
-3,687
-49% -$963K 0.05% 335
2022
Q2 		$2.07M Buy
7,531
+5,327
+242% +$1.55M 0.11% 204
2022
Q1 		$661K Buy
2,204
+927
+73% +$289K 0.03% 388
2021
Q4 		$379K Buy
1,277
+325
+34% +$100K 0.02% 455
2021
Q3 		$302K Buy
+952
New +$331K 0.01% 478
2018
Q2 		– Sell
-4,663
Closed -$469K – 451
2018
Q1 		$469K Sell
4,663
-470
-9% -$53.2K 0.03% 300
2017
Q4 		$583K Sell
5,133
-70,816
-93% -$8.24M 0.03% 280
2017
Q3 		$9.01M Buy
75,949
+72,156
+1,902% +$7.55M 0.59% 54
2017
Q2 		$354K Buy
+3,793
New +$343K 0.02% 306
2016
Q2 		– Sell
-57,181
Closed -$4.99M – 383
2016
Q1 		$4.99M Buy
57,181
+5,975
+12% +$513K 0.36% 91
2015
Q4 		$5.52M Buy
51,206
+3,550
+7% +$408K 0.41% 80
2015
Q3 		$5.15M Buy
+47,656
New +$5.35M 0.4% 85

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burney Company's LAD Position: Q3 2025 in Review

Burney Company sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 972 shares — an estimated $328K sold.

Burney Company first reported a position in LAD in Q3 2015 and held it in 23 quarters. The position peaked at $9.01M in Q3 2017. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Burney Company reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Burney Company sold 972 Lithia Motors shares in Q3 2025, an estimated $328K.
  • Burney Company first reported a position in Lithia Motors in Q3 2015 and held it in 23 quarters.
  • Burney Company's Lithia Motors position peaked at $9.01M in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.