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Aigen Investment Management’s Lithia Motors LAD Stock Holding History

Aigen 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
2026
Q1 		– Sell
-1,235
Closed -$410K – 669
2025
Q4 		$410K Sell
1,235
-1,035
-46% -$329K 0.1% 281
2025
Q3 		$717K Buy
+2,270
New +$732K 0.11% 284
2024
Q3 		– Sell
-1,499
Closed -$378K – 880
2024
Q2 		$378K Buy
+1,499
New +$392K 0.07% 398
2022
Q4 		– Sell
-3,102
Closed -$666K – 661
2022
Q3 		$666K Buy
+3,102
New +$810K 0.1% 262
2022
Q2 		– Sell
-2,939
Closed -$882K – 636
2022
Q1 		$882K Sell
2,939
-2,048
-41% -$639K 0.15% 183
2021
Q4 		$1.43M Buy
+4,987
New +$1.54M 0.09% 306
2021
Q3 		– Sell
-5,308
Closed -$1.82M – 573
2021
Q2 		$1.82M Buy
5,308
+1,674
+46% +$605K 0.32% 86
2021
Q1 		$1.42M Sell
3,634
-577
-14% -$207K 0.19% 128
2020
Q4 		$1.23M Sell
4,211
-4,063
-49% -$1.11M 0.16% 160
2020
Q3 		$1.89M Buy
+8,274
New +$1.86M 0.24% 124
2020
Q2 		– Sell
-2,173
Closed -$178K – 1074
2020
Q1 		$178K Buy
2,173
+2,166
+30,943% +$261K 0.02% 740
2019
Q4 		$1K Buy
+7
New +$1.05K ﹤0.01% 1071

Other funds holding LAD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Aigen Investment Management's LAD Position: Q1 2026 in Review

Aigen Investment Management sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 1,235 shares — an estimated $410K sold.

Aigen Investment Management first reported a position in LAD in Q4 2019 and held it in 12 quarters. The position peaked at $1.89M in Q3 2020. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Aigen Investment Management reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 1,235 Lithia Motors shares in Q1 2026, an estimated $410K.
  • Aigen Investment Management first reported a position in Lithia Motors in Q4 2019 and held it in 12 quarters.
  • Aigen Investment Management's Lithia Motors position peaked at $1.89M in Q3 2020.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.