Paloma Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$540K | – | 713 |
|
|
2024
Q3 | $540K | Buy |
+1,700
| New | +$474K | 0.02% | 603 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$220K | – | 1188 |
|
|
2022
Q2 | $220K | Buy |
+800
| New | +$233K | 0.01% | 842 |
|
|
2022
Q1 | – | Sell |
-7,306
| Closed | -$2.17M | – | 2025 |
|
|
2021
Q4 | $2.17M | Buy |
+7,306
| New | +$2.26M | 0.03% | 435 |
|
|
2021
Q3 | – | Sell |
-1,808
| Closed | -$621K | – | 1530 |
|
|
2021
Q2 | $621K | Buy |
1,808
+1,288
| +248% | +$466K | 0.01% | 895 |
|
|
2021
Q1 | $203K | Sell |
520
-1,897
| -78% | -$682K | ﹤0.01% | 1772 |
|
|
2020
Q4 | $708K | Sell |
2,417
-4,218
| -64% | -$1.15M | 0.02% | 727 |
|
|
2020
Q3 | $1.51M | Buy |
+6,635
| New | +$1.49M | 0.04% | 495 |
|
|
2020
Q1 | – | Sell |
-20,844
| Closed | -$3.06M | – | 1686 |
|
|
2019
Q4 | $3.06M | Buy |
20,844
+11,679
| +127% | +$1.75M | 0.05% | 415 |
|
|
2019
Q3 | $1.21M | Buy |
9,165
+644
| +8% | +$82.3K | 0.03% | 644 |
|
|
2019
Q2 | $1.01M | Buy |
8,521
+3,549
| +71% | +$393K | 0.02% | 681 |
|
|
2019
Q1 | $461K | Buy |
4,972
+1,503
| +43% | +$131K | 0.01% | 1110 |
|
|
2018
Q4 | $265K | Sell |
3,469
-7,331
| -68% | -$580K | 0.01% | 914 |
|
|
2018
Q3 | $882K | Buy |
+10,800
| New | +$952K | 0.02% | 800 |
|
|
2018
Q2 | – | Sell |
-17,164
| Closed | -$1.73M | – | 1943 |
|
|
2018
Q1 | $1.73M | Buy |
+17,164
| New | +$1.94M | 0.03% | 665 |
|
|
2017
Q4 | – | Sell |
-16,418
| Closed | -$1.98M | – | 2126 |
|
|
2017
Q3 | $1.98M | Sell |
16,418
-5,047
| -24% | -$528K | 0.03% | 751 |
|
|
2017
Q2 | $2.02M | Buy |
+21,465
| New | +$1.94M | 0.02% | 748 |
|
|
2016
Q4 | – | Sell |
-2,603
| Closed | -$239K | – | 2055 |
|
|
2016
Q3 | $249K | Buy |
+2,603
| New | +$219K | ﹤0.01% | 1677 |
|
|
2016
Q2 | – | Sell |
-16,679
| Closed | -$1.46M | – | 2242 |
|
|
2016
Q1 | $1.46M | Buy |
+16,679
| New | +$1.43M | 0.02% | 644 |
|
|
2015
Q3 | – | Sell |
-4,066
| Closed | -$461K | – | 1772 |
|
|
2015
Q2 | $461K | Buy |
+4,066
| New | +$433K | 0.01% | 1130 |
|
|
2014
Q4 | – | Sell |
-5,700
| Closed | -$431K | – | 1264 |
|
|
2014
Q3 | $431K | Buy |
+5,700
| New | +$504K | 0.02% | 590 |
|
|
2014
Q2 | – | Sell |
-3,739
| Closed | -$248K | – | 1167 |
|
|
2014
Q1 | $248K | Sell |
3,739
-1,359
| -27% | -$84.9K | 0.02% | 541 |
|
|
2013
Q4 | $354K | Buy |
+5,098
| New | +$342K | 0.02% | 717 |
|
Other funds holding LAD
ACM
BWA
Paloma Partners's LAD Position: Q4 2024 in Review
Paloma Partners sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 1,700 shares — an estimated $540K sold.
Paloma Partners first reported a position in LAD in Q4 2013 and held it in 22 quarters. The position peaked at $3.06M in Q4 2019. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.
- Paloma Partners reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
- Paloma Partners sold 1,700 Lithia Motors shares in Q4 2024, an estimated $540K.
- Paloma Partners first reported a position in Lithia Motors in Q4 2013 and held it in 22 quarters.
- Paloma Partners's Lithia Motors position peaked at $3.06M in Q4 2019.
- 441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.
Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.