Fiera Capital (Canada)
LAD icon

Fiera Capital (Canada)’s Lithia Motors LAD Stock Holding History

Fiera Capital (Canada)’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
Q3 		– Sell
-191,894
Closed -$48.4M – 477
2024
Q2 		$48.4M Buy
191,894
+2,205
+1% +$577K 0.15% 99
2024
Q1 		$57.1M Buy
189,689
+5,277
+3% +$1.56M 0.17% 87
2023
Q4 		$60.7M Buy
184,412
+182
+0.1% +$49.9K 0.19% 78
2023
Q3 		$54.4M Sell
184,230
-2,762
-1% -$842K 0.17% 70
2023
Q2 		$56.9M Sell
186,992
-4,703
-2% -$1.13M 0.16% 73
2023
Q1 		$43.9M Buy
191,695
+40,526
+27% +$9.86M 0.13% 86
2022
Q4 		$31M Sell
151,169
-3,707
-2% -$792K 0.1% 114
2022
Q3 		$29.8M Sell
154,876
-6,681
-4% -$1.75M 0.11% 107
2022
Q2 		$44.4M Sell
161,557
-3,424
-2% -$998K 0.13% 79
2022
Q1 		$49.5M Buy
164,981
+2,627
+2% +$820K 0.13% 87
2021
Q4 		$48.2M Sell
162,354
-4,871
-3% -$1.5M 0.11% 102
2021
Q3 		$53M Buy
167,225
+75,885
+83% +$26.4M 0.14% 90
2021
Q2 		$31.4M Sell
91,340
-2,741
-3% -$991K 0.08% 136
2021
Q1 		$36.7M Sell
94,081
-1,234
-1% -$443K 0.11% 123
2020
Q4 		$27.9M Buy
+95,315
New +$26.1M 0.07% 150
2018
Q4 		– Sell
-207,610
Closed -$17M – 703
2018
Q3 		$17M Sell
207,610
-27,935
-12% -$2.46M 0.07% 197
2018
Q2 		$22.3M Sell
235,545
-62,086
-21% -$6.15M 0.1% 169
2018
Q1 		$29.9M Sell
297,631
-21,296
-7% -$2.41M 0.14% 130
2017
Q4 		$36.2M Sell
318,927
-26,601
-8% -$3.09M 0.17% 118
2017
Q3 		$41.6M Sell
345,528
-10,603
-3% -$1.11M 0.2% 105
2017
Q2 		$33.6M Sell
356,131
-29,592
-8% -$2.67M 0.16% 128
2017
Q1 		$33M Buy
385,723
+242,331
+169% +$23.5M 0.17% 129
2016
Q4 		$13.9M Sell
143,392
-24,312
-14% -$2.23M 0.08% 209
2016
Q3 		$16M Sell
167,704
-3,584
-2% -$301K 0.09% 193
2016
Q2 		$12.2M Buy
+171,288
New +$13.7M 0.07% 223

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Fiera Capital (Canada)'s LAD Position: Q3 2024 in Review

Fiera Capital (Canada) sold out of Lithia Motors (LAD) in Q3 2024, closing a stake of 191,894 shares — an estimated $48.4M sold.

Fiera Capital (Canada) first reported a position in LAD in Q2 2016 and held it in 25 quarters. The position peaked at $60.7M in Q4 2023. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

  • Fiera Capital (Canada) reported no remaining Lithia Motors position as of Q3 2024 after selling out during the quarter.
  • Fiera Capital (Canada) sold 191,894 Lithia Motors shares in Q3 2024, an estimated $48.4M.
  • Fiera Capital (Canada) first reported a position in Lithia Motors in Q2 2016 and held it in 25 quarters.
  • Fiera Capital (Canada)'s Lithia Motors position peaked at $60.7M in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on Fiera Capital (Canada)'s 13F filing for Q3 2024, filed 1 Nov 2024.