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Oracle Alpha’s Lithia Motors LAD Stock Holding History

Oracle Alpha’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
Q1 		$265K Sell
882
-29
-3% -$8.57K 0.48% 101
2023
Q4 		$300K Buy
+911
New +$250K 0.39% 108

Other funds holding LAD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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

Oracle Alpha's LAD Position: Q1 2024 in Review

Oracle Alpha reduced its Lithia Motors (LAD) stake by 3.2% in Q1 2024, selling an estimated $8.57K and leaving 882 shares worth $265K. The position accounts for 0.48% of the portfolio, ranked #101.

Oracle Alpha first reported a position in LAD in Q4 2023 and has held it in 2 quarters since. The position peaked at $300K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

  • Oracle Alpha held 882 shares of Lithia Motors worth $265K as of Q1 2024.
  • Oracle Alpha sold 29 Lithia Motors shares in Q1 2024, an estimated $8.57K.
  • Lithia Motors made up 0.48% of Oracle Alpha's portfolio in Q1 2024, its #101 holding.
  • Oracle Alpha first reported a position in Lithia Motors in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Lithia Motors position peaked at $300K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.