William Blair Investment Management
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William Blair Investment Management’s Lithia Motors LAD Stock Holding History

William Blair Investment 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
2021
Q2 		– Sell
-47,219
Closed -$18.4M – 475
2021
Q1 		$18.4M Sell
47,219
-51,383
-52% -$18.5M 0.06% 231
2020
Q4 		$28.9M Sell
98,602
-16,531
-14% -$4.52M 0.1% 175
2020
Q3 		$26.2M Buy
115,133
+4,462
+4% +$1M 0.1% 165
2020
Q2 		$16.7M Sell
110,671
-43,613
-28% -$4.99M 0.07% 200
2020
Q1 		$12.6M Buy
154,284
+17,968
+13% +$2.17M 0.06% 217
2019
Q4 		$20M Sell
136,316
-4,799
-3% -$721K 0.08% 198
2019
Q3 		$18.7M Buy
141,115
+7,446
+6% +$951K 0.08% 213
2019
Q2 		$15.9M Sell
133,669
-53,121
-28% -$5.88M 0.07% 254
2019
Q1 		$17.3M Buy
186,790
+48,858
+35% +$4.25M 0.07% 240
2018
Q4 		$10.5M Buy
137,932
+8,512
+7% +$673K 0.05% 304
2018
Q3 		$10.6M Buy
129,420
+52,110
+67% +$4.59M 0.04% 334
2018
Q2 		$7.31M Buy
77,310
+8,113
+12% +$804K 0.03% 348
2018
Q1 		$6.96M Sell
69,197
-21,936
-24% -$2.48M 0.03% 337
2017
Q4 		$10.4M Sell
91,133
-14,606
-14% -$1.7M 0.04% 299
2017
Q3 		$12.7M Buy
105,739
+4,507
+4% +$472K 0.05% 301
2017
Q2 		$9.54M Buy
101,232
+27,753
+38% +$2.51M 0.03% 310
2017
Q1 		$6.29M Sell
73,479
-5,381
-7% -$522K 0.02% 329
2016
Q4 		$7.64M Sell
78,860
-1,355
-2% -$124K 0.03% 326
2016
Q3 		$7.66M Buy
80,215
+5,707
+8% +$480K 0.03% 330
2016
Q2 		$5.29M Buy
+74,508
New +$5.97M 0.02% 348

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair Investment Management's LAD Position: Q2 2021 in Review

William Blair Investment Management sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 47,219 shares — an estimated $18.4M sold.

William Blair Investment Management first reported a position in LAD in Q2 2016 and held it in 20 quarters. The position peaked at $28.9M in Q4 2020. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

  • William Blair Investment Management reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
  • William Blair Investment Management sold 47,219 Lithia Motors shares in Q2 2021, an estimated $18.4M.
  • William Blair Investment Management first reported a position in Lithia Motors in Q2 2016 and held it in 20 quarters.
  • William Blair Investment Management's Lithia Motors position peaked at $28.9M in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on William Blair Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.