Mackenzie Financial’s Lithia Motors LAD Stock Holding History

Mackenzie 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 Q3	–	Sell	-835	Closed	-$211K	–	1638
2024 Q2	$211K	Buy	+835	New	+$219K	﹤0.01%	1321

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Mackenzie Financial's LAD Position: Q3 2024 in Review

Mackenzie Financial sold out of Lithia Motors (LAD) in Q3 2024, closing a stake of 835 shares — an estimated $211K sold.

Mackenzie Financial first reported a position in LAD in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

Mackenzie Financial reported no remaining Lithia Motors position as of Q3 2024 after selling out during the quarter.
Mackenzie Financial sold 835 Lithia Motors shares in Q3 2024, an estimated $211K.
Mackenzie Financial first reported a position in Lithia Motors in Q2 2024 and held it in 1 quarter.
Mackenzie Financial's Lithia Motors position peaked at $211K in Q2 2024.
405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.