CI Investments Inc
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CI Investments Inc’s Lithia Motors LAD Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-639
Closed -$202K – 982
2025
Q3 		$202K Sell
639
-34
-5% -$11K ﹤0.01% 704
2025
Q2 		$227K Sell
673
-12
-2% -$3.71K ﹤0.01% 687
2025
Q1 		$201K Buy
685
+57
+9% +$19.4K ﹤0.01% 724
2024
Q4 		$224K Buy
628
+430
+217% +$151K ﹤0.01% 707
2024
Q3 		$63K Buy
198
+55
+38% +$15.3K ﹤0.01% 972
2024
Q2 		$36K Sell
143
-49
-26% -$12.8K ﹤0.01% 1029
2024
Q1 		$58K Buy
192
+76
+66% +$22.5K ﹤0.01% 998
2023
Q4 		$38K Sell
116
-533
-82% -$146K ﹤0.01% 1024
2023
Q3 		$192K Buy
649
+529
+441% +$161K ﹤0.01% 640
2023
Q2 		$36K Buy
120
+31
+35% +$7.42K ﹤0.01% 1028
2023
Q1 		$20K Buy
89
+8
+10% +$1.95K ﹤0.01% 1056
2022
Q4 		$17K Sell
81
-7,976
-99% -$1.7M ﹤0.01% 1093
2022
Q3 		$1.73M Sell
8,057
-1,107
-12% -$289K 0.01% 346
2022
Q2 		$2.52M Sell
9,164
-2,761
-23% -$805K 0.01% 330
2022
Q1 		$3.58M Sell
11,925
-5,500
-32% -$1.72M 0.01% 344
2021
Q4 		$5.17M Sell
17,425
-3,618
-17% -$1.12M 0.02% 324
2021
Q3 		$6.67M Buy
21,043
+578
+3% +$201K 0.02% 329
2021
Q2 		$7.03M Buy
20,465
+18,034
+742% +$6.52M 0.03% 324
2021
Q1 		$948K Buy
2,431
+2,214
+1,020% +$796K ﹤0.01% 395
2020
Q4 		$64K Sell
217
-1,161
-84% -$318K ﹤0.01% 806
2020
Q3 		$314K Buy
+1,378
New +$310K ﹤0.01% 488
2020
Q1 		– Sell
-2,479
Closed -$364K – 600
2019
Q4 		$364K Buy
+2,479
New +$373K ﹤0.01% 534

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

CI Investments Inc's LAD Position: Q4 2025 in Review

CI Investments Inc sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 639 shares — an estimated $202K sold.

CI Investments Inc first reported a position in LAD in Q4 2019 and held it in 22 quarters. The position peaked at $7.03M in Q2 2021. 481 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • CI Investments Inc reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 639 Lithia Motors shares in Q4 2025, an estimated $202K.
  • CI Investments Inc first reported a position in Lithia Motors in Q4 2019 and held it in 22 quarters.
  • CI Investments Inc's Lithia Motors position peaked at $7.03M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.