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Occudo Quantitative Strategies’s Lithia Motors LAD Stock Holding History

Occudo Quantitative Strategies’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
2026
Q1 		– Sell
-4,616
Closed -$1.53M – 846
2025
Q4 		$1.53M Buy
4,616
+37
+0.8% +$11.7K 0.1% 245
2025
Q3 		$1.45M Buy
4,579
+413
+10% +$133K 0.18% 161
2025
Q2 		$1.41M Buy
+4,166
New +$1.29M 0.16% 173
2025
Q1 		– Sell
-1,420
Closed -$508K – 792
2024
Q4 		$508K Sell
1,420
-2,316
-62% -$816K 0.09% 308
2024
Q3 		$1.19M Buy
3,736
+2,298
+160% +$641K 0.22% 124
2024
Q2 		$363K Buy
1,438
+142
+11% +$37.2K 0.06% 393
2024
Q1 		$390K Buy
+1,296
New +$383K 0.07% 386
2023
Q3 		– Sell
-7,359
Closed -$2.24M – 1152
2023
Q2 		$2.24M Buy
+7,359
New +$1.76M 0.23% 119
2021
Q2 		– Sell
-1,248
Closed -$487K – 973
2021
Q1 		$487K Sell
1,248
-1,037
-45% -$373K 0.11% 346
2020
Q4 		$669K Buy
+2,285
New +$625K 0.21% 142

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Occudo Quantitative Strategies's LAD Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 4,616 shares — an estimated $1.53M sold.

Occudo Quantitative Strategies first reported a position in LAD in Q4 2020 and held it in 10 quarters. The position peaked at $2.24M in Q2 2023. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 4,616 Lithia Motors shares in Q1 2026, an estimated $1.53M.
  • Occudo Quantitative Strategies first reported a position in Lithia Motors in Q4 2020 and held it in 10 quarters.
  • Occudo Quantitative Strategies's Lithia Motors position peaked at $2.24M in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.