AA
LAD icon

Ancora Advisors’s Lithia Motors LAD Stock Holding History

Ancora Advisors’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
-115
Closed -$38.2K – 2485
2025
Q4 		$38.2K Buy
+115
New +$36.5K ﹤0.01% 1249
2024
Q3 		– Sell
-29
Closed -$7.32K – 1850
2024
Q2 		$7.32K Hold
29
– – ﹤0.01% 1379
2024
Q1 		$8.72K Hold
29
– – ﹤0.01% 1354
2023
Q4 		$9.55K Hold
29
– – ﹤0.01% 1302
2023
Q3 		$8.56K Hold
29
– – ﹤0.01% 1310
2023
Q2 		$8.82K Hold
29
– – ﹤0.01% 1294
2023
Q1 		$6.64K Hold
29
– – ﹤0.01% 1355
2022
Q4 		$6K Hold
29
– – ﹤0.01% 1447
2022
Q3 		$6K Hold
29
– – ﹤0.01% 1603
2022
Q2 		$8K Buy
29
+7
+32% +$2.04K ﹤0.01% 1658
2022
Q1 		$7K Hold
22
– – ﹤0.01% 1843
2021
Q4 		$7K Hold
22
– – ﹤0.01% 1932
2021
Q3 		$7K Hold
22
– – ﹤0.01% 1807
2021
Q2 		$8K Buy
+22
New +$7.96K ﹤0.01% 1582
2021
Q1 		– Sell
-9
Closed -$3K – 1793
2020
Q4 		$3K Buy
+9
New +$2.46K ﹤0.01% 1345

Other funds holding LAD

BlackRock
BlackRock New York $5.7T 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 $74.9B 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 $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return