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Epoch Investment Partners’s Lithia Motors LAD Stock Holding History

Epoch Investment Partners’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
-4,851
Closed -$1.46M – 399
2024
Q1 		$1.46M Buy
4,851
+2,375
+96% +$702K 0.01% 313
2023
Q4 		$815K Sell
2,476
-440
-15% -$121K ﹤0.01% 354
2023
Q3 		$861K Sell
2,916
-1,163
-29% -$354K 0.01% 351
2023
Q2 		$1.24M Sell
4,079
-159
-4% -$38.1K 0.01% 346
2023
Q1 		$970K Sell
4,238
-975
-19% -$237K 0.01% 357
2022
Q4 		$1.07M Sell
5,213
-201
-4% -$43K 0.01% 343
2022
Q3 		$1.16M Sell
5,414
-468
-8% -$122K 0.01% 348
2022
Q2 		$1.62M Sell
5,882
-31,511
-84% -$9.19M 0.01% 335
2022
Q1 		$11.2M Buy
37,393
+6,977
+23% +$2.18M 0.06% 270
2021
Q4 		$9.03M Buy
30,416
+28,127
+1,229% +$8.69M 0.05% 285
2021
Q3 		$726K Sell
2,289
-26,304
-92% -$9.16M ﹤0.01% 317
2021
Q2 		$9.82M Sell
28,593
-12,232
-30% -$4.42M 0.05% 259
2021
Q1 		$15.9M Buy
40,825
+2,103
+5% +$756K 0.07% 211
2020
Q4 		$11.3M Buy
38,722
+11,298
+41% +$3.09M 0.05% 222
2020
Q3 		$6.25M Buy
27,424
+8,558
+45% +$1.92M 0.03% 241
2020
Q2 		$2.85M Buy
+18,866
New +$2.16M 0.01% 252

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
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

Epoch Investment Partners's LAD Position: Q2 2024 in Review

Epoch Investment Partners sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 4,851 shares — an estimated $1.46M sold.

Epoch Investment Partners first reported a position in LAD in Q2 2020 and held it in 16 quarters. The position peaked at $15.9M in Q1 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Epoch Investment Partners reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 4,851 Lithia Motors shares in Q2 2024, an estimated $1.46M.
  • Epoch Investment Partners first reported a position in Lithia Motors in Q2 2020 and held it in 16 quarters.
  • Epoch Investment Partners's Lithia Motors position peaked at $15.9M in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Epoch Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.