Bell Investment Advisors’s Lithia Motors LAD Stock Holding History

Bell Investment 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	$4.25K	Sell	17 -6	-26%	-$1.78K	﹤0.01%	1032
2025 Q4	$7.64K	Hold	23	–	–	﹤0.01%	801
2025 Q3	$7.27K	Sell	23 -7	-23%	-$2.26K	﹤0.01%	758
2025 Q2	$10.1K	Buy	30 +6	+25%	+$1.86K	﹤0.01%	670
2025 Q1	$7.04K	Hold	24	–	–	﹤0.01%	749
2024 Q4	$8.58K	Sell	24 -2	-8%	-$705	﹤0.01%	669
2024 Q3	$8.26K	Sell	26 -2	-7%	-$558	﹤0.01%	697
2024 Q2	$7.07K	Hold	28	–	–	﹤0.01%	758
2024 Q1	$8.43K	Hold	28	–	–	﹤0.01%	665
2023 Q4	$9.22K	Buy	28 +2	+8%	+$549	﹤0.01%	591
2023 Q3	$7.68K	Buy	26 +9	+53%	+$2.74K	﹤0.01%	607
2023 Q2	$5.17K	Sell	17 -1	-6%	-$239	﹤0.01%	806
2023 Q1	$4.12K	Buy	18 +4	+29%	+$973	﹤0.01%	867
2022 Q4	$2.87K	Sell	14 -2	-13%	-$427	﹤0.01%	1092
2022 Q3	$3K	Sell	16 -9	-36%	-$2.35K	﹤0.01%	932
2022 Q2	$7K	Buy	+25	New	+$7.29K	﹤0.01%	565
2021 Q4	$3K	Sell	10 -3	-23%	-$927	﹤0.01%	988
2021 Q3	$4K	Buy	+13	New	+$4.53K	﹤0.01%	802

Other funds holding LAD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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