Jim Simons
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Jim Simons’s Lithia Motors LAD Stock Holding History

Jim Simons’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
2022
Q1 		– Sell
-22,600
Closed -$6.71M – 4301
2021
Q4 		$6.71M Sell
22,600
-38,600
-63% -$11.9M 0.01% 1324
2021
Q3 		$19.4M Buy
+61,200
New +$21.3M 0.03% 690
2020
Q2 		– Sell
-33,800
Closed -$2.77M – 3620
2020
Q1 		$2.77M Sell
33,800
-117,100
-78% -$14.1M ﹤0.01% 1887
2019
Q4 		$22.2M Buy
150,900
+127,300
+539% +$19.1M 0.02% 948
2019
Q3 		$3.12M Buy
+23,600
New +$3.01M ﹤0.01% 2042
2017
Q2 		– Sell
-3,410
Closed -$292K – 3281
2017
Q1 		$292K Buy
+3,410
New +$331K ﹤0.01% 2912
2016
Q2 		– Sell
-48,900
Closed -$4.27M – 3425
2016
Q1 		$4.27M Sell
48,900
-97,784
-67% -$8.4M 0.01% 1742
2015
Q4 		$15.6M Buy
+146,684
New +$16.9M 0.03% 686
2013
Q3 		– Sell
-49,000
Closed -$2.61M – 2885
2013
Q2 		$2.61M Buy
+49,000
New +$2.46M 0.01% 1444

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jim Simons's LAD Position: Q1 2022 in Review

Jim Simons sold out of Lithia Motors (LAD) in Q1 2022, closing a stake of 22,600 shares — an estimated $6.71M sold.

Jim Simons first reported a position in LAD in Q2 2013 and held it in 9 quarters. The position peaked at $22.2M in Q4 2019. 425 funds tracked by Wall St. Rank hold LAD as of Q1 2022.

  • Jim Simons reported no remaining Lithia Motors position as of Q1 2022 after selling out during the quarter.
  • Jim Simons sold 22,600 Lithia Motors shares in Q1 2022, an estimated $6.71M.
  • Jim Simons first reported a position in Lithia Motors in Q2 2013 and held it in 9 quarters.
  • Jim Simons's Lithia Motors position peaked at $22.2M in Q4 2019.
  • 425 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2022.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.