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Raymond James Financial Services Advisors’s Lithia Motors LAD Stock Holding History

Raymond James Financial Services 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
Q3 		$3.42M Buy
10,759
+224
+2% +$62.4K ﹤0.01% 1443
2024
Q2 		$2.66M Buy
10,535
+476
+5% +$125K ﹤0.01% 1503
2024
Q1 		$3.03M Buy
10,059
+4,999
+99% +$1.48M ﹤0.01% 1423
2023
Q4 		$1.67M Sell
5,060
-686
-12% -$188K ﹤0.01% 1669
2023
Q3 		$1.7M Buy
5,746
+184
+3% +$56.1K ﹤0.01% 1591
2023
Q2 		$1.69M Buy
5,562
+21
+0.4% +$5.03K ﹤0.01% 1614
2023
Q1 		$1.27M Buy
5,541
+59
+1% +$14.3K ﹤0.01% 1763
2022
Q4 		$1.12M Buy
5,482
+128
+2% +$27.4K ﹤0.01% 1767
2022
Q3 		$1.15M Buy
5,354
+1,976
+58% +$516K ﹤0.01% 1734
2022
Q2 		$928K Sell
3,378
-222
-6% -$64.7K ﹤0.01% 1887
2022
Q1 		$1.08M Buy
3,600
+99
+3% +$30.9K ﹤0.01% 1889
2021
Q4 		$1.04M Sell
3,501
-1,346
-28% -$416K ﹤0.01% 1963
2021
Q3 		$1.54M Buy
4,847
+1,431
+42% +$498K ﹤0.01% 1649
2021
Q2 		$1.17M Buy
3,416
+2,840
+493% +$1.03M ﹤0.01% 1848
2021
Q1 		$225K Buy
+576
New +$207K ﹤0.01% 2834
2017
Q4 		– Sell
-20,773
Closed -$2.5M – 2625
2017
Q3 		$2.5M Sell
20,773
-3,605
-15% -$377K 0.02% 816
2017
Q2 		$2.3M Buy
24,378
+536
+2% +$48.4K 0.02% 827
2017
Q1 		$2.04M Buy
23,842
+905
+4% +$87.7K 0.02% 819
2016
Q4 		$2.22M Buy
+22,937
New +$2.1M 0.02% 727

Other funds holding LAD

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Raymond James Financial Services Advisors's LAD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Lithia Motors (LAD) stake by 2.1% in Q3 2024, buying an estimated $62.4K and bringing the position to 10,759 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Raymond James Financial Services Advisors first reported a position in LAD in Q4 2016 and has held it in 19 quarters since. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,759 shares of Lithia Motors worth $3.42M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 224 Lithia Motors shares in Q3 2024, an estimated $62.4K.
  • Lithia Motors made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1443 holding.
  • Raymond James Financial Services Advisors first reported a position in Lithia Motors in Q4 2016 and has held it in 19 quarters since.
  • 405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.