Lindbrook Capital’s Lithia Motors LAD Stock Holding History

Lindbrook Capital’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	$12.6K	Sell	43 -23	-35%	-$7.83K	﹤0.01%	1561
2024 Q4	$23.6K	Buy	66 +3	+5%	+$1.06K	﹤0.01%	1192
2024 Q3	$20K	Buy	63 +8	+15%	+$2.23K	﹤0.01%	1299
2024 Q2	$13.9K	Buy	55 +1	+2%	+$262	﹤0.01%	1447
2024 Q1	$16.2K	Hold	54	–	–	﹤0.01%	1323
2023 Q4	$17.8K	Buy	54 +1	+2%	+$274	﹤0.01%	1242
2023 Q3	$15.7K	Buy	53 +1	+2%	+$305	﹤0.01%	1187
2023 Q2	$15.8K	Buy	52 +9	+21%	+$2.15K	﹤0.01%	1214
2023 Q1	$9.84K	Buy	43 +4	+10%	+$973	﹤0.01%	1466
2022 Q4	$7.99K	Buy	+39	New	+$8.33K	﹤0.01%	1548
2022 Q3	–	Sell	-13	Closed	-$4K	–	2774
2022 Q2	$4K	Buy	13 +4	+44%	+$1.17K	﹤0.01%	1657
2022 Q1	$3K	Buy	+9	New	+$2.81K	﹤0.01%	1835

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's LAD Position: Q1 2025 in Review

Lindbrook Capital reduced its Lithia Motors (LAD) stake by 35% in Q1 2025, selling an estimated $7.83K and leaving 43 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Lindbrook Capital first reported a position in LAD in Q1 2022 and has held it in 12 quarters since. The position peaked at $23.6K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

Lindbrook Capital held 43 shares of Lithia Motors worth $12.6K as of Q1 2025.
Lindbrook Capital sold 23 Lithia Motors shares in Q1 2025, an estimated $7.83K.
Lithia Motors made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1561 holding.
Lindbrook Capital first reported a position in Lithia Motors in Q1 2022 and has held it in 12 quarters since.
Lindbrook Capital's Lithia Motors position peaked at $23.6K in Q4 2024.
471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.