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Atria Investments’s Lithia Motors LAD Stock Holding History

Atria Investments’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 		$357K Sell
1,430
-405
-22% -$120K ﹤0.01% 1644
2025
Q4 		$610K Sell
1,835
-750
-29% -$238K 0.01% 1325
2025
Q3 		$817K Sell
2,585
-38
-1% -$12.3K 0.01% 1157
2025
Q2 		$886K Buy
2,623
+365
+16% +$113K 0.01% 1097
2025
Q1 		$663K Sell
2,258
-572
-20% -$195K 0.01% 1199
2024
Q4 		$1.01M Sell
2,830
-620
-18% -$218K 0.01% 977
2024
Q3 		$1.1M Sell
3,450
-440
-11% -$123K 0.01% 925
2024
Q2 		$982K Sell
3,890
-1,153
-23% -$302K 0.01% 935
2024
Q1 		$1.52M Sell
5,043
-900
-15% -$266K 0.02% 769
2023
Q4 		$1.96M Buy
5,943
+1,084
+22% +$297K 0.03% 607
2023
Q3 		$1.44M Buy
+4,859
New +$1.48M 0.03% 699

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