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Essex Financial Services’s Lithia Motors LAD Stock Holding History

Essex Financial Services’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
-589
Closed -$211K – 653
2024
Q4 		$211K Buy
+589
New +$207K 0.01% 597

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

Essex Financial Services's LAD Position: Q1 2025 in Review

Essex Financial Services sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 589 shares — an estimated $211K sold.

Essex Financial Services first reported a position in LAD in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • Essex Financial Services reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • Essex Financial Services sold 589 Lithia Motors shares in Q1 2025, an estimated $211K.
  • Essex Financial Services first reported a position in Lithia Motors in Q4 2024 and held it in 1 quarter.
  • Essex Financial Services's Lithia Motors position peaked at $211K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Essex Financial Services's 13F filing for Q1 2025, filed 25 Apr 2025.