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	–	1847
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	–	1787
2020 Q4	$3K	Buy	+9	New	+$2.46K	﹤0.01%	1345

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Ancora Advisors's LAD Position: Q1 2026 in Review

Ancora Advisors sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 115 shares — an estimated $38.2K sold.

Ancora Advisors first reported a position in LAD in Q4 2020 and held it in 15 quarters. The position peaked at $38.2K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Ancora Advisors reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Ancora Advisors sold 115 Lithia Motors shares in Q1 2026, an estimated $38.2K.
Ancora Advisors first reported a position in Lithia Motors in Q4 2020 and held it in 15 quarters.
Ancora Advisors's Lithia Motors position peaked at $38.2K in Q4 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.