Gradient Investments’s Lithia Motors LAD Stock Holding History

Gradient Investments’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	-180	Closed	-$59.3K	–	1563
2023 Q4	$59.3K	Hold	180	–	–	﹤0.01%	513
2023 Q3	$53.2K	Hold	180	–	–	﹤0.01%	496
2023 Q2	$54.7K	Hold	180	–	–	﹤0.01%	489
2023 Q1	$41.2K	Hold	180	–	–	﹤0.01%	528
2022 Q4	$36.9K	Hold	180	–	–	﹤0.01%	565
2022 Q3	$39K	Hold	180	–	–	﹤0.01%	518
2022 Q2	$49K	Hold	180	–	–	﹤0.01%	481
2022 Q1	$54K	Hold	180	–	–	﹤0.01%	461
2021 Q4	$53K	Hold	180	–	–	﹤0.01%	474
2021 Q3	$57K	Hold	180	–	–	﹤0.01%	463
2021 Q2	$62K	Hold	180	–	–	﹤0.01%	444
2021 Q1	$70K	Hold	180	–	–	﹤0.01%	419
2020 Q4	$41K	Hold	180	–	–	﹤0.01%	438
2020 Q3	$41K	Hold	180	–	–	﹤0.01%	443
2020 Q2	$27K	Hold	180	–	–	﹤0.01%	475
2020 Q1	$15K	Hold	180	–	–	﹤0.01%	569
2019 Q4	$26K	Hold	180	–	–	﹤0.01%	526
2019 Q3	$24K	Hold	180	–	–	﹤0.01%	503
2019 Q2	$21K	Sell	180 -50	-22%	-$5.53K	﹤0.01%	508
2019 Q1	$21K	Buy	230 +50	+28%	+$4.35K	﹤0.01%	440
2018 Q4	$14K	Sell	180 -925	-84%	-$73.1K	﹤0.01%	518
2018 Q3	$90K	Buy	1,105 +925	+514%	+$81.5K	﹤0.01%	291
2018 Q2	$17K	Hold	180	–	–	﹤0.01%	513
2018 Q1	$18K	Hold	180	–	–	﹤0.01%	494
2017 Q4	$20K	Buy	+180	New	+$20.9K	﹤0.01%	472
2013 Q4	–	Sell	-8	Closed	-$1K	–	618
2013 Q3	$1K	Hold	8	–	–	﹤0.01%	450
2013 Q2	$0	Buy	+8	New	+$402	﹤0.01%	480

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Gradient Investments's LAD Position: Q1 2024 in Review

Gradient Investments sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 180 shares — an estimated $59.3K sold.

Gradient Investments first reported a position in LAD in Q2 2013 and held it in 27 quarters. The position peaked at $90K in Q3 2018. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

Gradient Investments reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 180 Lithia Motors shares in Q1 2024, an estimated $59.3K.
Gradient Investments first reported a position in Lithia Motors in Q2 2013 and held it in 27 quarters.
Gradient Investments's Lithia Motors position peaked at $90K in Q3 2018.
415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.