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Oxford Asset Management’s Lithia Motors LAD Stock Holding History

Oxford Asset 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
2024
Q2 		– Sell
-780
Closed -$235K – 363
2024
Q1 		$235K Buy
+780
New +$231K 0.24% 168
2020
Q1 		– Sell
-18,243
Closed -$2.68M – 789
2019
Q4 		$2.68M Buy
18,243
+6,643
+57% +$998K 0.07% 285
2019
Q3 		$1.54M Buy
11,600
+1,362
+13% +$174K 0.04% 703
2019
Q2 		$1.22M Buy
+10,238
New +$1.13M 0.03% 882

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Oxford Asset Management's LAD Position: Q2 2024 in Review

Oxford Asset Management sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 780 shares — an estimated $235K sold.

Oxford Asset Management first reported a position in LAD in Q2 2019 and held it in 4 quarters. The position peaked at $2.68M in Q4 2019. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Oxford Asset Management reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Oxford Asset Management sold 780 Lithia Motors shares in Q2 2024, an estimated $235K.
  • Oxford Asset Management first reported a position in Lithia Motors in Q2 2019 and held it in 4 quarters.
  • Oxford Asset Management's Lithia Motors position peaked at $2.68M in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Oxford Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.