Institutional & Family Asset Management’s Lithia Motors LAD Stock Holding History

Institutional & Family Asset 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 Q2	$9.34K	Buy	37 +9	+32%	+$2.36K	﹤0.01%	426
2024 Q1	$8.42K	Hold	28	–	–	﹤0.01%	433
2023 Q4	$9.22K	Hold	28	–	–	﹤0.01%	405
2023 Q3	$8.27K	Hold	28	–	–	﹤0.01%	402
2023 Q2	$8.52K	Buy	28 +3	+12%	+$718	﹤0.01%	404
2023 Q1	$5.72K	Hold	25	–	–	﹤0.01%	458
2022 Q4	$5.12K	Hold	25	–	–	﹤0.01%	466
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	479
2022 Q2	$7K	Hold	25	–	–	﹤0.01%	439
2022 Q1	$8K	Hold	25	–	–	﹤0.01%	471
2021 Q4	$7K	Hold	25	–	–	﹤0.01%	502
2021 Q3	$8K	Hold	25	–	–	﹤0.01%	584
2021 Q2	$9K	Hold	25	–	–	﹤0.01%	612
2021 Q1	$10K	Sell	25 -1	-4%	-$359	﹤0.01%	569
2020 Q4	$8K	Buy	+26	New	+$7.11K	﹤0.01%	577

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

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

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

Institutional & Family Asset Management's LAD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Lithia Motors (LAD) stake by 32% in Q2 2024, buying an estimated $2.36K and bringing the position to 37 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Institutional & Family Asset Management first reported a position in LAD in Q4 2020 and has held it in 15 quarters since. The position peaked at $10K in Q1 2021. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

Institutional & Family Asset Management held 37 shares of Lithia Motors worth $9.34K as of Q2 2024.
Institutional & Family Asset Management bought 9 Lithia Motors shares in Q2 2024, an estimated $2.36K.
Lithia Motors made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #426 holding.
Institutional & Family Asset Management first reported a position in Lithia Motors in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Lithia Motors position peaked at $10K in Q1 2021.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.