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Synergy Asset Management’s Lithia Motors LAD Stock Holding History

Synergy Asset 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
Q1 		– Sell
-10
Closed -$3.18K – 503
2024
Q4 		$3.18K Buy
+10
New +$3.52K ﹤0.01% 619

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

Synergy Asset Management's LAD Position: Q1 2025 in Review

Synergy Asset Management sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 10 shares — an estimated $3.18K sold.

Synergy Asset Management first reported a position in LAD in Q4 2024 and held it in 1 quarter. The position peaked at $3.18K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

  • Synergy Asset Management reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 10 Lithia Motors shares in Q1 2025, an estimated $3.18K.
  • Synergy Asset Management first reported a position in Lithia Motors in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Lithia Motors position peaked at $3.18K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.