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Highlander Capital Management’s Lithia Motors LAD Stock Holding History

Highlander Capital 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
2024
Q1 		$150K Hold
500
– – 0.05% 238
2023
Q4 		$165K Hold
500
– – 0.06% 223
2023
Q3 		$148K Hold
500
– – 0.06% 224
2023
Q2 		$152K Hold
500
– – 0.07% 185
2023
Q1 		$114K Hold
500
– – 0.06% 210
2022
Q4 		$102K Buy
+500
New +$107K 0.05% 220

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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

Highlander Capital Management's LAD Position: Q1 2024 in Review

Highlander Capital Management held its Lithia Motors (LAD) position steady in Q1 2024 at 500 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #238.

Highlander Capital Management first reported a position in LAD in Q4 2022 and has held it in 6 quarters since. The position peaked at $165K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Highlander Capital Management held 500 shares of Lithia Motors worth $150K as of Q1 2024.
  • Highlander Capital Management left its Lithia Motors share count unchanged in Q1 2024.
  • Lithia Motors made up 0.05% of Highlander Capital Management's portfolio in Q1 2024, its #238 holding.
  • Highlander Capital Management first reported a position in Lithia Motors in Q4 2022 and has held it in 6 quarters since.
  • Highlander Capital Management's Lithia Motors position peaked at $165K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.