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Renaissance Group’s Lithia Motors LAD Stock Holding History

Renaissance Group’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
2023
Q4 		– Sell
-5,956
Closed -$1.76M – 272
2023
Q3 		$1.76M Buy
5,956
+72
+1% +$21.9K 0.08% 174
2023
Q2 		$1.79M Buy
5,884
+252
+4% +$60.3K 0.08% 164
2023
Q1 		$1.29M Buy
5,632
+387
+7% +$94.1K 0.06% 196
2022
Q4 		$1.07M Buy
5,245
+52
+1% +$11.1K 0.05% 198
2022
Q3 		$1.11M Buy
5,193
+847
+19% +$221K 0.06% 182
2022
Q2 		$1.19M Buy
4,346
+208
+5% +$60.6K 0.06% 156
2022
Q1 		$1.24M Buy
4,138
+261
+7% +$81.5K 0.06% 156
2021
Q4 		$1.15M Buy
3,877
+112
+3% +$34.6K 0.05% 164
2021
Q3 		$1.19M Sell
3,765
-1
-0% -$348 0.05% 145
2021
Q2 		$1.29M Sell
3,766
-38
-1% -$13.7K 0.05% 132
2021
Q1 		$1.48M Buy
3,804
+110
+3% +$39.5K 0.06% 115
2020
Q4 		$1.08M Buy
3,694
+6
+0.2% +$1.64K 0.05% 137
2020
Q3 		$841K Buy
+3,688
New +$829K 0.04% 136
2014
Q2 		– Sell
-4,280
Closed -$284K – 277
2014
Q1 		$284K Sell
4,280
-87
-2% -$5.43K 0.01% 169
2013
Q4 		$303K Buy
+4,367
New +$293K 0.01% 167

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 $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Renaissance Group's LAD Position: Q4 2023 in Review

Renaissance Group sold out of Lithia Motors (LAD) in Q4 2023, closing a stake of 5,956 shares — an estimated $1.76M sold.

Renaissance Group first reported a position in LAD in Q4 2013 and held it in 15 quarters. The position peaked at $1.79M in Q2 2023. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

  • Renaissance Group reported no remaining Lithia Motors position as of Q4 2023 after selling out during the quarter.
  • Renaissance Group sold 5,956 Lithia Motors shares in Q4 2023, an estimated $1.76M.
  • Renaissance Group first reported a position in Lithia Motors in Q4 2013 and held it in 15 quarters.
  • Renaissance Group's Lithia Motors position peaked at $1.79M in Q2 2023.
  • 387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on Renaissance Group's 13F filing for Q4 2023, filed 9 Feb 2024.