Pineridge Advisors’s Lithia Motors LAD Stock Holding History

Pineridge Advisors’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	-2	Closed	-$603	–	647
2024 Q1	$603	Buy	+2	New	+$591	﹤0.01%	551

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

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Pineridge Advisors's LAD Position: Q2 2024 in Review

Pineridge Advisors sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 2 shares — an estimated $603 sold.

Pineridge Advisors first reported a position in LAD in Q1 2024 and held it in 1 quarter. The position peaked at $603 in Q1 2024. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

Pineridge Advisors reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
Pineridge Advisors sold 2 Lithia Motors shares in Q2 2024, an estimated $603.
Pineridge Advisors first reported a position in Lithia Motors in Q1 2024 and held it in 1 quarter.
Pineridge Advisors's Lithia Motors position peaked at $603 in Q1 2024.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Pineridge Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.