Planned Solutions’s Lithia Motors LAD Stock Holding History

Planned Solutions’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 Q4	–	Sell	-6	Closed	-$1.94K	–	402
2024 Q3	$1.94K	Buy	+6	New	+$1.67K	﹤0.01%	550

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

Planned Solutions's LAD Position: Q4 2024 in Review

Planned Solutions sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 6 shares — an estimated $1.94K sold.

Planned Solutions first reported a position in LAD in Q3 2024 and held it in 1 quarter. The position peaked at $1.94K in Q3 2024. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

Planned Solutions reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 6 Lithia Motors shares in Q4 2024, an estimated $1.94K.
Planned Solutions first reported a position in Lithia Motors in Q3 2024 and held it in 1 quarter.
Planned Solutions's Lithia Motors position peaked at $1.94K in Q3 2024.
441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.