HighVista Strategies’s Lithia Motors LAD Stock Holding History

HighVista Strategies’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 Q4	–	Sell	-6,000	Closed	-$1.91M	–	156
2024 Q3	$1.91M	Buy	+6,000	New	+$1.67M	0.66%	49
2024 Q2	–	Sell	-6,401	Closed	-$1.93M	–	146
2024 Q1	$1.93M	Buy	6,401 +1,200	+23%	+$355K	0.69%	50
2023 Q4	$1.71M	Buy	5,201 +1,500	+41%	+$412K	0.62%	55
2023 Q3	$1.09M	Buy	3,701 +600	+19%	+$183K	0.51%	56
2023 Q2	$943K	Buy	+3,101	New	+$743K	0.43%	52

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HighVista Strategies's LAD Position: Q4 2024 in Review

HighVista Strategies sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 6,000 shares — an estimated $1.91M sold.

HighVista Strategies first reported a position in LAD in Q2 2023 and held it in 5 quarters. The position peaked at $1.93M in Q1 2024. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

HighVista Strategies reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
HighVista Strategies sold 6,000 Lithia Motors shares in Q4 2024, an estimated $1.91M.
HighVista Strategies first reported a position in Lithia Motors in Q2 2023 and held it in 5 quarters.
HighVista Strategies's Lithia Motors position peaked at $1.93M in Q1 2024.
441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on HighVista Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.