Lee Financial’s Lithia Motors LAD Stock Holding History

Lee Financial’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 Q1	–	Sell	-70	Closed	-$23.1K	–	529
2023 Q4	$23.1K	Hold	70	–	–	﹤0.01%	303
2023 Q3	$20.7K	Hold	70	–	–	﹤0.01%	297
2023 Q2	$21.3K	Hold	70	–	–	﹤0.01%	292
2023 Q1	$16K	Hold	70	–	–	﹤0.01%	344
2022 Q4	$14.3K	Hold	70	–	–	﹤0.01%	402
2022 Q3	$15K	Sell	70 -1	-1%	-$261	﹤0.01%	371
2022 Q2	$19K	Buy	71 +1	+1%	+$292	﹤0.01%	340
2022 Q1	$21K	Hold	70	–	–	﹤0.01%	330
2021 Q4	$21K	Hold	70	–	–	﹤0.01%	365
2021 Q3	$22K	Hold	70	–	–	﹤0.01%	322
2021 Q2	$24K	Hold	70	–	–	0.01%	299
2021 Q1	$27K	Sell	70 -10	-13%	-$3.59K	0.01%	273
2020 Q4	$23K	Hold	80	–	–	0.01%	270
2020 Q3	$18K	Hold	80	–	–	0.01%	321
2020 Q2	$12K	Hold	80	–	–	﹤0.01%	338
2020 Q1	$7K	Hold	80	–	–	﹤0.01%	343
2019 Q4	$12K	Hold	80	–	–	﹤0.01%	316
2019 Q3	$11K	Hold	80	–	–	﹤0.01%	324
2019 Q2	$10K	Hold	80	–	–	﹤0.01%	351
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	388
2018 Q4	$6K	Hold	80	–	–	﹤0.01%	351
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	381
2018 Q2	$8K	Hold	80	–	–	﹤0.01%	532
2018 Q1	$8K	Hold	80	–	–	﹤0.01%	535
2017 Q4	$9K	Hold	80	–	–	﹤0.01%	354
2017 Q3	$10K	Hold	80	–	–	﹤0.01%	334
2017 Q2	$8K	Hold	80	–	–	﹤0.01%	359
2017 Q1	$7K	Hold	80	–	–	﹤0.01%	327
2016 Q4	$8K	Buy	+80	New	+$7.33K	﹤0.01%	323

Other funds holding LAD

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lee Financial's LAD Position: Q1 2024 in Review

Lee Financial sold out of Lithia Motors (LAD) in Q1 2024, closing a stake of 70 shares — an estimated $23.1K sold.

Lee Financial first reported a position in LAD in Q4 2016 and held it in 29 quarters. The position peaked at $27K in Q1 2021. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

Lee Financial reported no remaining Lithia Motors position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 70 Lithia Motors shares in Q1 2024, an estimated $23.1K.
Lee Financial first reported a position in Lithia Motors in Q4 2016 and held it in 29 quarters.
Lee Financial's Lithia Motors position peaked at $27K in Q1 2021.
415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.