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Cullinan Associates’s Lithia Motors LAD Stock Holding History

Cullinan Associates’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
Q1 		– Sell
-1,000
Closed -$329K – 252
2023
Q4 		$329K Hold
1,000
– – 0.02% 204
2023
Q3 		$295K Hold
1,000
– – 0.02% 218
2023
Q2 		$304K Buy
+1,000
New +$239K 0.02% 224

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Cullinan Associates's LAD Position: Q1 2024 in Review

Cullinan Associates sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 1,000 shares — an estimated $329K sold.

Cullinan Associates first reported a position in LAD in Q2 2023 and held it in 3 quarters. The position peaked at $329K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Cullinan Associates reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • Cullinan Associates sold 1,000 Lithia Motors shares in Q1 2024, an estimated $329K.
  • Cullinan Associates first reported a position in Lithia Motors in Q2 2023 and held it in 3 quarters.
  • Cullinan Associates's Lithia Motors position peaked at $329K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Cullinan Associates's 13F filing for Q1 2024, filed 18 Apr 2024.