DZ Bank
LAD icon

DZ Bank’s Lithia Motors LAD Stock Holding History

DZ Bank’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
Q2 		– Sell
-375
Closed -$113K – 1074
2024
Q1 		$113K Hold
375
– – ﹤0.01% 923
2023
Q4 		$123K Buy
+375
New +$103K ﹤0.01% 887
2022
Q4 		– Sell
-10,158
Closed -$2.18M – 1066
2022
Q3 		$2.18M Sell
10,158
-157
-2% -$41K ﹤0.01% 563
2022
Q2 		$2.83M Buy
+10,315
New +$3.01M 0.01% 542

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 $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return