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LGT Financial Advisors’s Lithia Motors LAD Stock Holding History

LGT Financial Advisors’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
-92
Closed -$32.9K – 536
2024
Q4 		$32.9K Hold
92
– – 0.07% 212
2024
Q3 		$29.2K Hold
92
– – 0.07% 200
2024
Q2 		$23.2K Hold
92
– – 0.05% 274
2024
Q1 		$27.7K Hold
92
– – 0.03% 306
2023
Q4 		$30.3K Hold
92
– – 0.04% 271
2023
Q3 		$27.2K Buy
+92
New +$28K 0.03% 285

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

LGT Financial Advisors's LAD Position: Q1 2025 in Review

LGT Financial Advisors sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 92 shares — an estimated $32.9K sold.

LGT Financial Advisors first reported a position in LAD in Q3 2023 and held it in 6 quarters. The position peaked at $32.9K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • LGT Financial Advisors reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 92 Lithia Motors shares in Q1 2025, an estimated $32.9K.
  • LGT Financial Advisors first reported a position in Lithia Motors in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Lithia Motors position peaked at $32.9K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.