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 – 1065
2022
Q3 		$2.18M Sell
10,158
-157
-2% -$41K ﹤0.01% 569
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 $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

DZ Bank's LAD Position: Q2 2024 in Review

DZ Bank sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 375 shares — an estimated $113K sold.

DZ Bank first reported a position in LAD in Q2 2022 and held it in 4 quarters. The position peaked at $2.83M in Q2 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • DZ Bank reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • DZ Bank sold 375 Lithia Motors shares in Q2 2024, an estimated $113K.
  • DZ Bank first reported a position in Lithia Motors in Q2 2022 and held it in 4 quarters.
  • DZ Bank's Lithia Motors position peaked at $2.83M in Q2 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on DZ Bank's 13F filing for Q2 2024, filed 14 Aug 2024.