Echo Street Capital Management’s Lithia Motors LAD Stock Holding History

Echo Street Capital Management’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
2023 Q1	–	Sell	-1,520	Closed	-$311K	–	551
2022 Q4	$311K	Sell	1,520 -518	-25%	-$111K	﹤0.01%	401
2022 Q3	$437K	Buy	2,038 +324	+19%	+$84.7K	﹤0.01%	309
2022 Q2	$471K	Buy	1,714 +980	+134%	+$286K	﹤0.01%	331
2022 Q1	$220K	Sell	734 -1,403	-66%	-$438K	﹤0.01%	554
2021 Q4	$635K	Buy	2,137 +1,081	+102%	+$334K	﹤0.01%	352
2021 Q3	$335K	Sell	1,056 -1,168	-53%	-$407K	﹤0.01%	504
2021 Q2	$764K	Buy	+2,224	New	+$804K	0.01%	255

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Echo Street Capital Management's LAD Position: Q1 2023 in Review

Echo Street Capital Management sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 1,520 shares — an estimated $311K sold.

Echo Street Capital Management first reported a position in LAD in Q2 2021 and held it in 7 quarters. The position peaked at $764K in Q2 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

Echo Street Capital Management reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,520 Lithia Motors shares in Q1 2023, an estimated $311K.
Echo Street Capital Management first reported a position in Lithia Motors in Q2 2021 and held it in 7 quarters.
Echo Street Capital Management's Lithia Motors position peaked at $764K in Q2 2021.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.