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FDx Advisors’s Lithia Motors LAD Stock Holding History

FDx Advisors’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
Q1 		– Sell
-799
Closed -$263K – 517
2023
Q4 		$263K Buy
+799
New +$219K 0.02% 564
2022
Q3 		– Sell
-1,393
Closed -$383K – 778
2022
Q2 		$383K Sell
1,393
-216
-13% -$63K 0.01% 550
2022
Q1 		$483K Sell
1,609
-212
-12% -$66.2K 0.02% 520
2021
Q4 		$541K Buy
1,821
+760
+72% +$235K 0.02% 508
2021
Q3 		$336K Buy
1,061
+139
+15% +$48.4K 0.01% 622
2021
Q2 		$317K Buy
922
+350
+61% +$127K 0.01% 640
2021
Q1 		$223K Buy
+572
New +$206K 0.01% 713
2018
Q2 		– Sell
-11,543
Closed -$1.16M – 985
2018
Q1 		$1.16M Sell
11,543
-467
-4% -$52.8K 0.03% 457
2017
Q4 		$1.36M Sell
12,010
-357
-3% -$41.5K 0.04% 446
2017
Q3 		$1.49M Sell
12,367
-1,402
-10% -$147K 0.04% 413
2017
Q2 		$1.3M Buy
13,769
+745
+6% +$67.3K 0.04% 446
2017
Q1 		$1.12M Sell
13,024
-914
-7% -$88.6K 0.03% 488
2016
Q4 		$1.35M Buy
+13,938
New +$1.28M 0.04% 425
2016
Q2 		– Sell
-7,133
Closed -$623K – 922
2016
Q1 		$623K Sell
7,133
-64
-0.9% -$5.5K 0.03% 519
2015
Q4 		$768K Sell
7,197
-144
-2% -$16.5K 0.03% 429
2015
Q3 		$794K Sell
7,341
-2,182
-23% -$245K 0.07% 315
2015
Q2 		$1.08M Sell
9,523
-1,377
-13% -$147K 0.05% 311
2015
Q1 		$1.08M Buy
10,900
+6,700
+160% +$602K 0.02% 564
2014
Q4 		$364K Sell
4,200
-7,588
-64% -$588K 0.02% 660
2014
Q3 		$892K Sell
11,788
-2,367
-17% -$209K 0.06% 361
2014
Q2 		$1.33M Buy
14,155
+393
+3% +$30K 0.09% 250
2014
Q1 		$915K Buy
13,762
+5,687
+70% +$355K 0.08% 266
2013
Q4 		$561K Buy
+8,075
New +$542K 0.06% 329

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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

FDx Advisors's LAD Position: Q1 2024 in Review

FDx Advisors sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 799 shares — an estimated $263K sold.

FDx Advisors first reported a position in LAD in Q4 2013 and held it in 23 quarters. The position peaked at $1.49M in Q3 2017. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • FDx Advisors reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 799 Lithia Motors shares in Q1 2024, an estimated $263K.
  • FDx Advisors first reported a position in Lithia Motors in Q4 2013 and held it in 23 quarters.
  • FDx Advisors's Lithia Motors position peaked at $1.49M in Q3 2017.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.