Paloma Partners’s Lithia Motors LAD Stock Holding History

Paloma Partners’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
2017 Q1	–	Sell	-7,100	Closed	-$687K	–	2112
2016 Q4	$687K	Buy	+7,100	New	+$651K	0.01%	1377

Other funds holding LAD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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.