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Cutler Group’s Lithia Motors LAD Stock Holding History

Cutler Group’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
-2,000
Closed -$8K – 3014
2023
Q4 		$8K Buy
+2,000
New +$549K ﹤0.01% 2525
2023
Q2 		– Sell
-500
Closed -$18K – 3907
2023
Q1 		$18K Buy
+500
New +$122K ﹤0.01% 1976
2022
Q4 		– Sell
-4,300
Closed -$249K – 4854
2022
Q3 		$249K Buy
4,300
+500
+13% +$131K 0.02% 851
2022
Q2 		$84K Buy
+3,800
New +$1.11M 0.01% 1553
2017
Q3 		– Sell
-700
Closed -$3K – 6296
2017
Q2 		$3K Buy
+700
New +$63.3K ﹤0.01% 5260

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

Cutler Group's LAD Position: Q4 2023 in Review

Cutler Group sold out of Lithia Motors (LAD) in Q4 2023, closing a stake of 873 shares — an estimated $240K sold.

Cutler Group first reported a position in LAD in Q1 2016 and held it in 12 quarters. The position peaked at $815K in Q3 2022. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

  • Cutler Group reported no remaining Lithia Motors position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 873 Lithia Motors shares in Q4 2023, an estimated $240K.
  • Cutler Group first reported a position in Lithia Motors in Q1 2016 and held it in 12 quarters.
  • Cutler Group's Lithia Motors position peaked at $815K in Q3 2022.
  • 387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.