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SVB Wealth’s Lithia Motors LAD Stock Holding History

SVB Wealth’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
Q1 		– Sell
-698
Closed -$249K – 1656
2024
Q4 		$249K Buy
+698
New +$246K ﹤0.01% 616
2024
Q2 		– Sell
-684
Closed -$206K – 790
2024
Q1 		$206K Buy
+684
New +$202K ﹤0.01% 758
2023
Q4 		– Sell
-1,012
Closed -$299K – 917
2023
Q3 		$299K Sell
1,012
-80
-7% -$24.4K 0.01% 611
2023
Q2 		$332K Sell
1,092
-217
-17% -$52K 0.01% 626
2023
Q1 		$300K Sell
1,309
-31
-2% -$7.54K ﹤0.01% 725
2022
Q4 		$274K Buy
+1,340
New +$286K ﹤0.01% 781
2021
Q4 		– Sell
-3,162
Closed -$1M – 895
2021
Q3 		$1M Buy
3,162
+858
+37% +$299K 0.01% 390
2021
Q2 		$791K Buy
2,304
+574
+33% +$208K 0.01% 447
2021
Q1 		$675K Buy
+1,730
New +$622K 0.01% 443

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's LAD Position: Q1 2025 in Review

SVB Wealth sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 698 shares — an estimated $249K sold.

SVB Wealth first reported a position in LAD in Q1 2021 and held it in 9 quarters. The position peaked at $1M in Q3 2021. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • SVB Wealth reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 698 Lithia Motors shares in Q1 2025, an estimated $249K.
  • SVB Wealth first reported a position in Lithia Motors in Q1 2021 and held it in 9 quarters.
  • SVB Wealth's Lithia Motors position peaked at $1M in Q3 2021.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.