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Moran Wealth Management’s Lithia Motors LAD Stock Holding History

Moran Wealth Management’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
-22,376
Closed -$8M – 469
2024
Q4 		$8M Sell
22,376
-595
-3% -$210K 0.26% 116
2024
Q3 		$7.3M Buy
22,971
+109
+0.5% +$30.4K 0.22% 133
2024
Q2 		$5.77M Buy
22,862
+244
+1% +$63.9K 0.19% 157
2024
Q1 		$6.8M Sell
22,618
-6
-0% -$1.77K 0.22% 139
2023
Q4 		$7.45M Sell
22,624
-333
-1% -$91.4K 0.27% 128
2023
Q3 		$6.78M Sell
22,957
-35
-0.2% -$10.7K 0.26% 134
2023
Q2 		$6.99M Sell
22,992
-85
-0.4% -$20.4K 0.26% 133
2023
Q1 		$5.28M Buy
23,077
+3,886
+20% +$945K 0.2% 152
2022
Q4 		$3.93M Buy
+19,191
New +$4.1M 0.15% 173

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

Moran Wealth Management's LAD Position: Q1 2025 in Review

Moran Wealth Management sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 22,376 shares — an estimated $8M sold.

Moran Wealth Management first reported a position in LAD in Q4 2022 and held it in 9 quarters. The position peaked at $8M in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • Moran Wealth Management reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 22,376 Lithia Motors shares in Q1 2025, an estimated $8M.
  • Moran Wealth Management first reported a position in Lithia Motors in Q4 2022 and held it in 9 quarters.
  • Moran Wealth Management's Lithia Motors position peaked at $8M in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.