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Journey Strategic Wealth’s Lithia Motors LAD Stock Holding History

Journey Strategic Wealth’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
2025
Q1 		– Sell
-580
Closed -$207K – 528
2024
Q4 		$207K Buy
+580
New +$204K 0.01% 464
2022
Q2 		– Sell
-685
Closed -$206K – 170
2022
Q1 		$206K Buy
+685
New +$214K 0.02% 159

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Journey Strategic Wealth's LAD Position: Q1 2025 in Review

Journey Strategic Wealth sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 580 shares — an estimated $207K sold.

Journey Strategic Wealth first reported a position in LAD in Q1 2022 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • Journey Strategic Wealth reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 580 Lithia Motors shares in Q1 2025, an estimated $207K.
  • Journey Strategic Wealth first reported a position in Lithia Motors in Q1 2022 and held it in 2 quarters.
  • Journey Strategic Wealth's Lithia Motors position peaked at $207K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.