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Silverlake Wealth Management’s Lithia Motors LAD Stock Holding History

Silverlake Wealth 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
2024
Q4 		– Sell
-660
Closed -$210K – 278
2024
Q3 		$210K Buy
+660
New +$184K 0.08% 253

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 $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Silverlake Wealth Management's LAD Position: Q4 2024 in Review

Silverlake Wealth Management sold out of Lithia Motors (LAD) in Q4 2024, closing a stake of 660 shares — an estimated $210K sold.

Silverlake Wealth Management first reported a position in LAD in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 441 funds tracked by Wall St. Rank hold LAD as of Q4 2024.

  • Silverlake Wealth Management reported no remaining Lithia Motors position as of Q4 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 660 Lithia Motors shares in Q4 2024, an estimated $210K.
  • Silverlake Wealth Management first reported a position in Lithia Motors in Q3 2024 and held it in 1 quarter.
  • Silverlake Wealth Management's Lithia Motors position peaked at $210K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2024.

Based on Silverlake Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.