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Amalgamated Bank’s Lithia Motors LAD Stock Holding History

Amalgamated Bank’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
Q2 		$2.93M Sell
10,080
-935
-8% -$266K 0.02% 665
2026
Q1 		$2.75M Sell
11,015
-143
-1% -$42.5K 0.02% 668
2025
Q4 		$3.71M Sell
11,158
-625
-5% -$198K 0.03% 541
2025
Q3 		$3.72M Sell
11,783
-175
-1% -$56.5K 0.03% 545
2025
Q2 		$4.04M Sell
11,958
-237
-2% -$73.3K 0.03% 482
2025
Q1 		$3.58M Sell
12,195
-468
-4% -$159K 0.03% 518
2024
Q4 		$4.53M Sell
12,663
-98
-0.8% -$34.5K 0.04% 429
2024
Q3 		$4.05M Sell
12,761
-4,384
-26% -$1.22M 0.03% 481
2024
Q2 		$4.33M Sell
17,145
-1,499
-8% -$392K 0.04% 494
2024
Q1 		$5.61M Sell
18,644
-2,115
-10% -$625K 0.05% 397
2023
Q4 		$6.84M Buy
20,759
+2,992
+17% +$821K 0.05% 327
2023
Q3 		$5.25M Sell
17,767
-134
-0.7% -$40.8K 0.04% 415
2023
Q2 		$5.44M Sell
17,901
-884
-5% -$212K 0.04% 384
2023
Q1 		$4.3M Sell
18,785
-5,362
-22% -$1.3M 0.04% 515
2022
Q4 		$4.94M Buy
24,147
+4,407
+22% +$942K 0.04% 478
2022
Q3 		$4.24M Sell
19,740
-1,580
-7% -$413K 0.04% 459
2022
Q2 		$5.86M Buy
21,320
+348
+2% +$101K 0.05% 329
2022
Q1 		$6.29M Sell
20,972
-659
-3% -$206K 0.05% 363
2021
Q4 		$6.42M Sell
21,631
-4,176
-16% -$1.29M 0.05% 385
2021
Q3 		$8.18M Sell
25,807
-1,848
-7% -$643K 0.07% 262
2021
Q2 		$9.5M Buy
27,655
+24,546
+790% +$8.88M 0.08% 235
2021
Q1 		$1.21M Sell
3,109
-250
-7% -$89.8K 0.05% 443
2020
Q4 		$983K Buy
3,359
+498
+17% +$136K 0.04% 550
2020
Q3 		$652K Sell
2,861
-20
-0.7% -$4.5K 0.03% 692
2020
Q2 		$436K Sell
2,881
-1,083
-27% -$124K 0.02% 910
2020
Q1 		$324K Sell
3,964
-102
-3% -$12.3K 0.01% 1108
2019
Q4 		$598K Buy
4,066
+226
+6% +$34K 0.01% 1035
2019
Q3 		$508K Sell
3,840
-72
-2% -$9.2K 0.01% 1029
2019
Q2 		$465K Buy
3,912
+372
+11% +$41.1K 0.01% 1106
2019
Q1 		$328K Buy
3,540
+104
+3% +$9.05K 0.01% 1211
2018
Q4 		$262K Buy
+3,436
New +$272K 0.01% 1253
2018
Q3 		– Sell
-3,709
Closed -$351K – 1542
2018
Q2 		$351K Buy
3,709
+315
+9% +$31.2K 0.01% 1221
2018
Q1 		$341K Sell
3,394
-57
-2% -$6.45K 0.01% 1144
2017
Q4 		$392K Buy
3,451
+209
+6% +$24.3K 0.01% 1118
2017
Q3 		$390K Buy
3,242
+14
+0.4% +$1.47K 0.01% 1063
2017
Q2 		$304K Buy
3,228
+91
+3% +$8.22K 0.01% 1192
2017
Q1 		$269K Sell
3,137
-9
-0.3% -$873 0.01% 1211
2016
Q4 		$305K Buy
3,146
+408
+15% +$37.4K 0.01% 1129
2016
Q3 		$262K Sell
2,738
-1
-0% -$84 0.02% 1101
2016
Q2 		$230K Buy
2,739
+341
+14% +$27.3K 0.01% 1180
2016
Q1 		$209K Buy
2,398
+210
+10% +$18K 0.02% 1119
2015
Q4 		$233K Sell
2,188
-199
-8% -$22.9K 0.03% 966
2015
Q3 		$258K Buy
2,387
+31
+1% +$3.48K 0.03% 988
2015
Q2 		$267K Buy
2,356
+38
+2% +$4.04K 0.03% 1059
2015
Q1 		$230K Buy
+2,318
New +$208K 0.03% 806
2014
Q3 		– Sell
-2,227
Closed -$209K – 854
2014
Q2 		$209K Buy
+2,227
New +$170K 0.03% 796

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Amalgamated Bank's LAD Position: Q2 2026 in Review

Amalgamated Bank reduced its Lithia Motors (LAD) stake by 8.5% in Q2 2026, selling an estimated $266K and leaving 10,080 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #665.

Amalgamated Bank first reported a position in LAD in Q2 2014 and has held it in 46 quarters since. The position peaked at $9.5M in Q2 2021. 202 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Amalgamated Bank held 10,080 shares of Lithia Motors worth $2.93M as of Q2 2026.
  • Amalgamated Bank sold 935 Lithia Motors shares in Q2 2026, an estimated $266K.
  • Lithia Motors made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #665 holding.
  • Amalgamated Bank first reported a position in Lithia Motors in Q2 2014 and has held it in 46 quarters since.
  • Amalgamated Bank's Lithia Motors position peaked at $9.5M in Q2 2021.
  • 202 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.