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D.J. St. Germain’s Lithia Motors LAD Stock Holding History

D.J. St. Germain’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
Q1 		– Sell
-2
Closed -$715 – 856
2024
Q4 		$715 Hold
2
– – ﹤0.01% 780
2024
Q3 		$635 Hold
2
– – ﹤0.01% 723
2024
Q2 		$505 Sell
2
-1
-33% -$262 ﹤0.01% 734
2024
Q1 		$903 Buy
+3
New +$887 ﹤0.01% 725

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.J. St. Germain's LAD Position: Q1 2025 in Review

D.J. St. Germain sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 2 shares — an estimated $715 sold.

D.J. St. Germain first reported a position in LAD in Q1 2024 and held it in 4 quarters. The position peaked at $903 in Q1 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • D.J. St. Germain reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • D.J. St. Germain sold 2 Lithia Motors shares in Q1 2025, an estimated $715.
  • D.J. St. Germain first reported a position in Lithia Motors in Q1 2024 and held it in 4 quarters.
  • D.J. St. Germain's Lithia Motors position peaked at $903 in Q1 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on D.J. St. Germain's 13F filing for Q1 2025, filed 9 Apr 2025.