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Koss-Olinger Consulting’s Lithia Motors LAD Stock Holding History

Koss-Olinger Consulting’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
-3,510
Closed -$1.11M – 246
2024
Q3 		$1.11M Sell
3,510
-245
-7% -$68.3K 0.1% 101
2024
Q2 		$948K Buy
+3,755
New +$983K 0.09% 106
2024
Q1 		– Sell
-2,370
Closed -$780K – 193
2023
Q4 		$780K Buy
+2,370
New +$650K 0.08% 114

Other funds holding LAD

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Fidelity Investments
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Koss-Olinger Consulting's LAD Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 3,510 shares — an estimated $1.11M sold.

Koss-Olinger Consulting first reported a position in LAD in Q4 2023 and held it in 3 quarters. The position peaked at $1.11M in Q3 2024. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,510 Lithia Motors shares in Q4 2024, an estimated $1.11M.
  • Koss-Olinger Consulting first reported a position in Lithia Motors in Q4 2023 and held it in 3 quarters.
  • Koss-Olinger Consulting's Lithia Motors position peaked at $1.11M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.