Cassady Schiller Wealth Management’s Lithia Motors LAD Stock Holding History

Cassady Schiller Wealth 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 Q4	$1.43K	Buy	+4	New	+$1.41K	﹤0.01%	684
2023 Q3	–	Sell	-31	Closed	-$9.43K	–	465
2023 Q2	$9.43K	Hold	31	–	–	0.01%	342
2023 Q1	$7.1K	Hold	31	–	–	﹤0.01%	340
2022 Q4	$6.35K	Buy	+31	New	+$6.62K	﹤0.01%	353
2022 Q1	–	Sell	-31	Closed	-$9K	–	368
2021 Q4	$9K	Buy	+31	New	+$9.58K	0.01%	323

Other funds holding LAD

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

Cassady Schiller Wealth Management's LAD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Lithia Motors (LAD) in Q4 2024: 4 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in LAD as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in LAD in Q4 2021 and has held it in 5 quarters since. The position peaked at $9.43K in Q2 2023. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

Cassady Schiller Wealth Management held 4 shares of Lithia Motors worth $1.43K as of Q4 2024.
Lithia Motors was a new Cassady Schiller Wealth Management position in Q4 2024.
Lithia Motors made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #684 holding.
Cassady Schiller Wealth Management first reported a position in Lithia Motors in Q4 2021 and has held it in 5 quarters since.
Cassady Schiller Wealth Management's Lithia Motors position peaked at $9.43K in Q2 2023.
441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.