Lido Advisors
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Lido Advisors’s Lithia Motors LAD Stock Holding History

Lido 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
2024
Q4 		– Sell
-99,226
Closed -$31.5M – 1553
2024
Q3 		$31.5M Buy
99,226
+43,215
+77% +$12M 0.16% 69
2024
Q2 		$14.1M Buy
56,011
+18,000
+47% +$4.71M 0.08% 135
2024
Q1 		$11.4M Buy
+38,011
New +$11.2M 0.07% 153

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

Lido Advisors's LAD Position: Q4 2024 in Review

Lido Advisors sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 99,226 shares — an estimated $31.5M sold.

Lido Advisors first reported a position in LAD in Q1 2024 and held it in 3 quarters. The position peaked at $31.5M in Q3 2024. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

  • Lido Advisors reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 99,226 Lithia Motors shares in Q4 2024, an estimated $31.5M.
  • Lido Advisors first reported a position in Lithia Motors in Q1 2024 and held it in 3 quarters.
  • Lido Advisors's Lithia Motors position peaked at $31.5M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.