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Metis Global Partners’s Lithia Motors LAD Stock Holding History

Metis Global Partners’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
Q2 		– Sell
-865
Closed -$254K – 793
2025
Q1 		$254K Hold
865
– – 0.01% 702
2024
Q4 		$309K Sell
865
-110
-11% -$38.8K 0.01% 659
2024
Q3 		$310K Sell
975
-94
-9% -$26.2K 0.01% 663
2024
Q2 		$270K Hold
1,069
– – 0.01% 671
2024
Q1 		$322K Hold
1,069
– – 0.01% 647
2023
Q4 		$352K Hold
1,069
– – 0.01% 621
2023
Q3 		$316K Buy
1,069
+6
+0.6% +$1.83K 0.02% 624
2023
Q2 		$323K Hold
1,063
– – 0.02% 606
2023
Q1 		$243K Buy
+1,063
New +$259K 0.02% 608

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Metis Global Partners's LAD Position: Q2 2025 in Review

Metis Global Partners sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 865 shares — an estimated $254K sold.

Metis Global Partners first reported a position in LAD in Q1 2023 and held it in 9 quarters. The position peaked at $352K in Q4 2023. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Metis Global Partners reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Metis Global Partners sold 865 Lithia Motors shares in Q2 2025, an estimated $254K.
  • Metis Global Partners first reported a position in Lithia Motors in Q1 2023 and held it in 9 quarters.
  • Metis Global Partners's Lithia Motors position peaked at $352K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Metis Global Partners's 13F filing for Q2 2025, filed 6 Aug 2025.