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Towle & Co’s Lithia Motors LAD Stock Holding History

Towle & Co’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
Q2 		– Sell
-3,440
Closed -$1.03M – 63
2024
Q1 		$1.03M Hold
3,440
– – 0.12% 53
2023
Q4 		$1.13M Sell
3,440
-560
-14% -$154K 0.13% 44
2023
Q3 		$1.18M Sell
4,000
-70
-2% -$21.3K 0.16% 46
2023
Q2 		$1.24M Buy
4,070
+480
+13% +$115K 0.16% 37
2023
Q1 		$822K Sell
3,590
-450
-11% -$109K 0.12% 47
2022
Q4 		$827K Buy
4,040
+1,250
+45% +$267K 0.11% 52
2022
Q3 		$599K Buy
+2,790
New +$729K 0.1% 46

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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 $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Towle & Co's LAD Position: Q2 2024 in Review

Towle & Co sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 3,440 shares — an estimated $1.03M sold.

Towle & Co first reported a position in LAD in Q3 2022 and held it in 7 quarters. The position peaked at $1.24M in Q2 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Towle & Co reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Towle & Co sold 3,440 Lithia Motors shares in Q2 2024, an estimated $1.03M.
  • Towle & Co first reported a position in Lithia Motors in Q3 2022 and held it in 7 quarters.
  • Towle & Co's Lithia Motors position peaked at $1.24M in Q2 2023.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Towle & Co's 13F filing for Q2 2024, filed 14 Aug 2024.