Lazard Asset Management
LAD icon

Lazard Asset Management’s Lithia Motors LAD Stock Holding History

Lazard 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
Q4 		– Sell
-791
Closed -$251K – 2413
2024
Q3 		$251K Buy
791
+246
+45% +$68.6K ﹤0.01% 1555
2024
Q2 		$137K Buy
545
+284
+109% +$74.3K ﹤0.01% 1663
2024
Q1 		$78K Sell
261
-6
-2% -$1.77K ﹤0.01% 1613
2023
Q4 		$87K Sell
267
-11
-4% -$3.02K ﹤0.01% 1716
2023
Q3 		$82K Buy
+278
New +$84.7K ﹤0.01% 1695
2023
Q1 		– Sell
-296
Closed -$60K – 2437
2022
Q4 		$60K Buy
+296
New +$63.3K ﹤0.01% 1719
2022
Q2 		– Sell
-61
Closed -$18K – 2476
2022
Q1 		$18K Sell
61
-2,752
-98% -$859K ﹤0.01% 2088
2021
Q4 		$835K Buy
2,813
+2,368
+532% +$731K ﹤0.01% 1030
2021
Q3 		$141K Sell
445
-42
-9% -$14.6K ﹤0.01% 1352
2021
Q2 		$167K Hold
487
– – ﹤0.01% 1240
2021
Q1 		$189K Sell
487
-5
-1% -$1.8K ﹤0.01% 1109
2020
Q4 		$143K Hold
492
– – ﹤0.01% 1137
2020
Q3 		$112K Sell
492
-212
-30% -$47.7K ﹤0.01% 1018
2020
Q2 		$106K Sell
704
-357
-34% -$40.9K ﹤0.01% 1004
2020
Q1 		$86K Buy
1,061
+511
+93% +$61.6K ﹤0.01% 1031
2019
Q4 		$80K Buy
550
+350
+175% +$52.6K ﹤0.01% 985
2019
Q3 		$26K Buy
+200
New +$25.6K ﹤0.01% 1041
2016
Q1 		– Sell
-3,480
Closed -$371K – 1083
2015
Q4 		$371K Buy
3,480
+395
+13% +$45.4K ﹤0.01% 747
2015
Q3 		$333K Buy
3,085
+300
+11% +$33.7K ﹤0.01% 734
2015
Q2 		$315K Buy
2,785
+450
+19% +$47.9K ﹤0.01% 792
2015
Q1 		$232K Buy
2,335
+2,120
+986% +$191K ﹤0.01% 830
2014
Q4 		$18K Buy
215
+80
+59% +$6.2K ﹤0.01% 1047
2014
Q3 		$10K Buy
+135
New +$11.9K ﹤0.01% 980

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

Lazard Asset Management's LAD Position: Q4 2024 in Review

Lazard Asset Management sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 791 shares — an estimated $251K sold.

Lazard Asset Management first reported a position in LAD in Q3 2014 and held it in 23 quarters. The position peaked at $835K in Q4 2021. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

  • Lazard Asset Management reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 791 Lithia Motors shares in Q4 2024, an estimated $251K.
  • Lazard Asset Management first reported a position in Lithia Motors in Q3 2014 and held it in 23 quarters.
  • Lazard Asset Management's Lithia Motors position peaked at $835K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.