Jefferies Group’s Lithia Motors LAD Stock Holding History

Jefferies Group’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
2018 Q1	–	Sell	-125,000	Closed	-$14.2M	–	2501
2017 Q4	$14.2M	Buy	+125,000	New	+$14.5M	0.07%	209

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Jefferies Group's LAD Position: Q4 2021 in Review

Jefferies Group sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 8,406 shares — an estimated $2.67M sold.

Jefferies Group first reported a position in LAD in Q1 2017 and held it in 10 quarters. The position peaked at $5.08M in Q4 2017. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

Jefferies Group reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
Jefferies Group sold 8,406 Lithia Motors shares in Q4 2021, an estimated $2.67M.
Jefferies Group first reported a position in Lithia Motors in Q1 2017 and held it in 10 quarters.
Jefferies Group's Lithia Motors position peaked at $5.08M in Q4 2017.
430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.