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Granahan Investment Management’s Lithia Motors LAD Stock Holding History

Granahan Investment Management’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
2023
Q3 		– Sell
-38,111
Closed -$11.6M – 192
2023
Q2 		$11.6M Sell
38,111
-44,138
-54% -$10.6M 0.36% 78
2023
Q1 		$18.8M Sell
82,249
-7,715
-9% -$1.88M 0.57% 55
2022
Q4 		$18.4M Buy
89,964
+28,418
+46% +$6.07M 0.56% 48
2022
Q3 		$13.2M Buy
61,546
+8,850
+17% +$2.31M 0.43% 65
2022
Q2 		$14.5M Sell
52,696
-25,718
-33% -$7.5M 0.49% 57
2022
Q1 		$23.5M Sell
78,414
-14,695
-16% -$4.59M 0.58% 43
2021
Q4 		$27.6M Sell
93,109
-12,216
-12% -$3.77M 0.57% 47
2021
Q3 		$33.4M Buy
105,325
+39,700
+60% +$13.8M 0.63% 35
2021
Q2 		$22.6M Buy
65,625
+37,189
+131% +$13.4M 0.42% 55
2021
Q1 		$11.1M Buy
28,436
+10,305
+57% +$3.7M 0.24% 85
2020
Q4 		$5.31M Buy
+18,131
New +$4.96M 0.12% 129
2018
Q2 		– Sell
-12,965
Closed -$1.3M – 216
2018
Q1 		$1.3M Sell
12,965
-7,882
-38% -$892K 0.09% 165
2017
Q4 		$2.37M Sell
20,847
-19,269
-48% -$2.24M 0.19% 136
2017
Q3 		$4.83M Sell
40,116
-12,136
-23% -$1.27M 0.4% 89
2017
Q2 		$4.92M Buy
52,252
+28,272
+118% +$2.55M 0.45% 81
2017
Q1 		$2.05M Sell
23,980
-106,020
-82% -$10.3M 0.21% 127
2016
Q4 		$12.6M Sell
130,000
-6,300
-5% -$578K 0.43% 97
2016
Q3 		$13M Buy
136,300
+10,300
+8% +$866K 0.43% 99
2016
Q2 		$8.96M Buy
126,000
+20,700
+20% +$1.66M 0.33% 118
2016
Q1 		$9.2M Buy
105,300
+52,100
+98% +$4.48M 0.33% 103
2015
Q4 		$5.67M Sell
53,200
-11,500
-18% -$1.32M 0.2% 152
2015
Q3 		$7M Buy
64,700
+3,700
+6% +$415K 0.22% 150
2015
Q2 		$6.9M Sell
61,000
-21,600
-26% -$2.3M 0.2% 158
2015
Q1 		$8.21M Buy
+82,600
New +$7.42M 0.24% 143

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Granahan Investment Management's LAD Position: Q3 2023 in Review

Granahan Investment Management sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 38,111 shares — an estimated $11.6M sold.

Granahan Investment Management first reported a position in LAD in Q1 2015 and held it in 24 quarters. The position peaked at $33.4M in Q3 2021. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Granahan Investment Management reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • Granahan Investment Management sold 38,111 Lithia Motors shares in Q3 2023, an estimated $11.6M.
  • Granahan Investment Management first reported a position in Lithia Motors in Q1 2015 and held it in 24 quarters.
  • Granahan Investment Management's Lithia Motors position peaked at $33.4M in Q3 2021.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Granahan Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.