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LAD icon

Bailard’s Lithia Motors LAD Stock Holding History

Bailard’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
2025
Q4 		– Sell
-1,301
Closed -$411K – 824
2025
Q3 		$411K Buy
+1,301
New +$420K 0.01% 540
2025
Q2 		– Sell
-1,551
Closed -$455K – 804
2025
Q1 		$455K Buy
1,551
+149
+11% +$50.7K 0.01% 481
2024
Q4 		$501K Buy
+1,402
New +$494K 0.01% 463
2021
Q2 		– Sell
-800
Closed -$312K – 731
2021
Q1 		$312K Hold
800
– – 0.01% 502
2020
Q4 		$234K Sell
800
-100
-11% -$27.4K 0.01% 510
2020
Q3 		$205K Buy
+900
New +$202K 0.01% 466
2018
Q4 		– Sell
-4,400
Closed -$359K – 524
2018
Q3 		$359K Hold
4,400
– – 0.02% 443
2018
Q2 		$416K Buy
4,400
+400
+10% +$39.6K 0.02% 402
2018
Q1 		$402K Buy
+4,000
New +$453K 0.03% 375

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Bailard's LAD Position: Q4 2025 in Review

Bailard sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 1,301 shares — an estimated $411K sold.

Bailard first reported a position in LAD in Q1 2018 and held it in 9 quarters. The position peaked at $501K in Q4 2024. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Bailard reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Bailard sold 1,301 Lithia Motors shares in Q4 2025, an estimated $411K.
  • Bailard first reported a position in Lithia Motors in Q1 2018 and held it in 9 quarters.
  • Bailard's Lithia Motors position peaked at $501K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.