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Ground Swell Capital’s Lithia Motors LAD Stock Holding History

Ground Swell Capital’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
-758
Closed -$228K – 200
2024
Q1 		$228K Buy
+758
New +$224K 0.21% 39
2014
Q3 		– Sell
-277
Closed -$26K – 2595
2014
Q2 		$26K Buy
+277
New +$21.2K 0.05% 315

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

Ground Swell Capital's LAD Position: Q2 2024 in Review

Ground Swell Capital sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 758 shares — an estimated $228K sold.

Ground Swell Capital first reported a position in LAD in Q2 2014 and held it in 2 quarters. The position peaked at $228K in Q1 2024. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Ground Swell Capital reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Ground Swell Capital sold 758 Lithia Motors shares in Q2 2024, an estimated $228K.
  • Ground Swell Capital first reported a position in Lithia Motors in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's Lithia Motors position peaked at $228K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.