WhitTier Trust Company’s Lithia Motors LAD Stock Holding History

WhitTier Trust Company’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	-40	Closed	-$14.3K	–	1446
2024 Q4	$14.3K	Hold	40	–	–	﹤0.01%	1007
2024 Q3	$12.7K	Hold	40	–	–	﹤0.01%	1016
2024 Q2	$10.1K	Hold	40	–	–	﹤0.01%	993
2024 Q1	$12K	Hold	40	–	–	﹤0.01%	924
2023 Q4	$13.2K	Hold	40	–	–	﹤0.01%	918
2023 Q3	$11.8K	Hold	40	–	–	﹤0.01%	896
2023 Q2	$12.2K	Buy	40 +4	+11%	+$958	﹤0.01%	936
2023 Q1	$8.24K	Hold	36	–	–	﹤0.01%	973
2022 Q4	$7.37K	Hold	36	–	–	﹤0.01%	982
2022 Q3	$8K	Hold	36	–	–	﹤0.01%	936
2022 Q2	$10K	Hold	36	–	–	﹤0.01%	920
2022 Q1	$11K	Hold	36	–	–	﹤0.01%	913
2021 Q4	$11K	Buy	36 +24	+200%	+$7.41K	﹤0.01%	891
2021 Q3	$4K	Buy	+12	New	+$4.18K	﹤0.01%	1025
2017 Q1	–	Sell	-40	Closed	-$4K	–	940
2016 Q4	$4K	Buy	+40	New	+$3.67K	﹤0.01%	884

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WhitTier Trust Company's LAD Position: Q1 2025 in Review

WhitTier Trust Company sold out of Lithia Motors (LAD) in Q1 2025, closing a stake of 40 shares — an estimated $14.3K sold.

WhitTier Trust Company first reported a position in LAD in Q4 2016 and held it in 15 quarters. The position peaked at $14.3K in Q4 2024. 471 funds tracked by Wall St. Rank hold LAD as of Q1 2025.

WhitTier Trust Company reported no remaining Lithia Motors position as of Q1 2025 after selling out during the quarter.
WhitTier Trust Company sold 40 Lithia Motors shares in Q1 2025, an estimated $14.3K.
WhitTier Trust Company first reported a position in Lithia Motors in Q4 2016 and held it in 15 quarters.
WhitTier Trust Company's Lithia Motors position peaked at $14.3K in Q4 2024.
471 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.