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Prelude Capital Management’s Lithia Motors LAD Stock Holding History

Prelude Capital 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
2025
Q2 		– Sell
-776
Closed -$228K – 1193
2025
Q1 		$228K Buy
+776
New +$264K 0.02% 853
2023
Q1 		– Sell
-1,603
Closed -$328K – 1334
2022
Q4 		$328K Buy
1,603
+462
+40% +$98.7K 0.02% 761
2022
Q3 		$245K Sell
1,141
-1,639
-59% -$428K 0.01% 976
2022
Q2 		$764K Sell
2,780
-1,091
-28% -$318K 0.02% 621
2022
Q1 		$1.16M Buy
3,871
+2,738
+242% +$855K 0.03% 533
2021
Q4 		$336K Sell
1,133
-299
-21% -$92.4K 0.01% 1249
2021
Q3 		$454K Buy
1,432
+738
+106% +$257K 0.01% 944
2021
Q2 		$238K Buy
+694
New +$251K 0.01% 1317
2020
Q2 		– Sell
-426
Closed -$35K – 2121
2020
Q1 		$35K Sell
426
-71
-14% -$8.56K ﹤0.01% 843
2019
Q4 		$73K Buy
+497
New +$74.7K ﹤0.01% 1219
2016
Q1 		– Sell
-160
Closed -$17K – 1397
2015
Q4 		$17K Buy
+160
New +$18.4K ﹤0.01% 1214
2015
Q1 		– Sell
-750
Closed -$65K – 2051
2014
Q4 		$65K Sell
750
-1,350
-64% -$105K 0.01% 1167
2014
Q3 		$159K Buy
+2,100
New +$186K 0.02% 810
2014
Q2 		– Sell
-2,000
Closed -$133K – 2059
2014
Q1 		$133K Buy
+2,000
New +$125K 0.02% 888

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prelude Capital Management's LAD Position: Q2 2025 in Review

Prelude Capital Management sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 776 shares — an estimated $228K sold.

Prelude Capital Management first reported a position in LAD in Q1 2014 and held it in 14 quarters. The position peaked at $1.16M in Q1 2022. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Prelude Capital Management reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 776 Lithia Motors shares in Q2 2025, an estimated $228K.
  • Prelude Capital Management first reported a position in Lithia Motors in Q1 2014 and held it in 14 quarters.
  • Prelude Capital Management's Lithia Motors position peaked at $1.16M in Q1 2022.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.