Madison Investment Advisors’s Lithia Motors LAD Stock Holding History

Madison Investment 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	$91.2M	Buy	+255,125	New	+$89.9M	1.03%	33

Other funds holding LAD

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Madison Investment Advisors's LAD Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Lithia Motors (LAD) in Q4 2024: 255,125 shares worth $91.2M. The stake represents 1.03% of the portfolio and ranks #33 among its holdings.

441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

Madison Investment Advisors held 255,125 shares of Lithia Motors worth $91.2M as of Q4 2024.
Lithia Motors was a new Madison Investment Advisors position in Q4 2024.
Lithia Motors made up 1.03% of Madison Investment Advisors's portfolio in Q4 2024, its #33 holding.
441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.