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Moody Aldrich Partners’s Lithia Motors LAD Stock Holding History

Moody Aldrich 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
Q1 		– Sell
-625
Closed -$223K – 194
2024
Q4 		$223K Buy
+625
New +$220K 0.04% 188
2024
Q1 		– Sell
-963
Closed -$317K – 230
2023
Q4 		$317K Sell
963
-2
-0.2% -$549 0.06% 163
2023
Q3 		$285K Sell
965
-21
-2% -$6.4K 0.05% 163
2023
Q2 		$300K Sell
986
-52
-5% -$12.5K 0.06% 135
2023
Q1 		$238K Sell
1,038
-285
-22% -$69.3K 0.05% 147
2022
Q4 		$271K Sell
1,323
-13
-1% -$2.78K 0.05% 143
2022
Q3 		$287K Sell
1,336
-3
-0.2% -$784 0.06% 138
2022
Q2 		$368K Sell
1,339
-17
-1% -$4.96K 0.07% 121
2022
Q1 		$407K Buy
1,356
+337
+33% +$105K 0.06% 125
2021
Q4 		$303K Sell
1,019
-15
-1% -$4.63K 0.04% 139
2021
Q3 		$328K Buy
1,034
+317
+44% +$110K 0.04% 150
2021
Q2 		$246K Sell
717
-12,217
-94% -$4.42M 0.03% 158
2021
Q1 		$5.04M Buy
+12,934
New +$4.65M 0.73% 58

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moody Aldrich Partners's LAD Position: Q1 2025 in Review

Moody Aldrich Partners sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 625 shares — an estimated $223K sold.

Moody Aldrich Partners first reported a position in LAD in Q1 2021 and held it in 13 quarters. The position peaked at $5.04M in Q1 2021. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • Moody Aldrich Partners reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 625 Lithia Motors shares in Q1 2025, an estimated $223K.
  • Moody Aldrich Partners first reported a position in Lithia Motors in Q1 2021 and held it in 13 quarters.
  • Moody Aldrich Partners's Lithia Motors position peaked at $5.04M in Q1 2021.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.