Twin Tree Management
LAD icon

Twin Tree Management’s Lithia Motors LAD Stock Holding History

Twin Tree 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
-20,700
Closed -$6.58M – 1755
2024
Q3 		$6.58M Buy
+20,700
New +$5.77M 0.01% 808
2022
Q1 		– Sell
-5,100
Closed -$1.51M – 1768
2021
Q4 		$1.51M Hold
5,100
– – ﹤0.01% 1157
2021
Q3 		$1.62M Buy
+5,100
New +$1.78M ﹤0.01% 1087

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

Twin Tree Management's LAD Position: Q3 2024 in Review

Twin Tree Management sold out of Lithia Motors (LAD) in Q3 2024, closing a stake of 536 shares — an estimated $149K sold.

Twin Tree Management first reported a position in LAD in Q1 2021 and held it in 6 quarters. The position peaked at $6.08M in Q4 2021. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

  • Twin Tree Management reported no remaining Lithia Motors position as of Q3 2024 after selling out during the quarter.
  • Twin Tree Management sold 536 Lithia Motors shares in Q3 2024, an estimated $149K.
  • Twin Tree Management first reported a position in Lithia Motors in Q1 2021 and held it in 6 quarters.
  • Twin Tree Management's Lithia Motors position peaked at $6.08M in Q4 2021.
  • 405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on Twin Tree Management's 13F filing for Q3 2024, filed 13 Nov 2024.