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First Trust Direct Indexing’s Lithia Motors LAD Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-844
Closed -$268K – 504
2024
Q3 		$268K Buy
+844
New +$235K 0.01% 790
2021
Q1 		– Sell
-45
Closed -$13K – 711
2020
Q4 		$13K Buy
+45
New +$12.3K ﹤0.01% 898

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
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
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

First Trust Direct Indexing's LAD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 844 shares — an estimated $268K sold.

First Trust Direct Indexing first reported a position in LAD in Q4 2020 and held it in 2 quarters. The position peaked at $268K in Q3 2024. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 844 Lithia Motors shares in Q4 2024, an estimated $268K.
  • First Trust Direct Indexing first reported a position in Lithia Motors in Q4 2020 and held it in 2 quarters.
  • First Trust Direct Indexing's Lithia Motors position peaked at $268K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.