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Great Lakes Advisors’s Lithia Motors LAD Stock Holding History

Great Lakes 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
Q2 		– Sell
-6,849
Closed -$2.06M – 868
2024
Q1 		$2.06M Sell
6,849
-441
-6% -$130K 0.02% 466
2023
Q4 		$2.4M Sell
7,290
-6,537
-47% -$1.79M 0.02% 439
2023
Q3 		$4.08M Sell
13,827
-3,924
-22% -$1.2M 0.04% 347
2023
Q2 		$5.4M Sell
17,751
-13,906
-44% -$3.33M 0.05% 305
2023
Q1 		$7.25M Buy
+31,657
New +$7.7M 0.07% 279
2014
Q4 		– Sell
-6,733
Closed -$510K – 539
2014
Q3 		$510K Buy
+6,733
New +$596K 0.02% 397

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
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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Great Lakes Advisors's LAD Position: Q2 2024 in Review

Great Lakes Advisors sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 6,849 shares — an estimated $2.06M sold.

Great Lakes Advisors first reported a position in LAD in Q3 2014 and held it in 6 quarters. The position peaked at $7.25M in Q1 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Great Lakes Advisors reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Great Lakes Advisors sold 6,849 Lithia Motors shares in Q2 2024, an estimated $2.06M.
  • Great Lakes Advisors first reported a position in Lithia Motors in Q3 2014 and held it in 6 quarters.
  • Great Lakes Advisors's Lithia Motors position peaked at $7.25M in Q1 2023.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Great Lakes Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.