Cullen/Frost Bankers’s Lithia Motors LAD Stock Holding History

Cullen/Frost Bankers’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	–	Sell	-7	Closed	-$2.22K	–	1402
2024 Q3	$2.22K	Buy	+7	New	+$1.95K	﹤0.01%	1113
2021 Q4	–	Sell	-200	Closed	-$63K	–	1262
2021 Q3	$63K	Hold	200	–	–	﹤0.01%	719
2021 Q2	$69K	Buy	+200	New	+$72.3K	﹤0.01%	706

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

Cullen/Frost Bankers's LAD Position: Q4 2024 in Review

Cullen/Frost Bankers sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 7 shares — an estimated $2.22K sold.

Cullen/Frost Bankers first reported a position in LAD in Q2 2021 and held it in 3 quarters. The position peaked at $69K in Q2 2021. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

Cullen/Frost Bankers reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
Cullen/Frost Bankers sold 7 Lithia Motors shares in Q4 2024, an estimated $2.22K.
Cullen/Frost Bankers first reported a position in Lithia Motors in Q2 2021 and held it in 3 quarters.
Cullen/Frost Bankers's Lithia Motors position peaked at $69K in Q2 2021.
441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Cullen/Frost Bankers's 13F filing for Q4 2024, filed 6 Feb 2025.