BEI
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Benjamin Edwards Inc’s Lithia Motors LAD Stock Holding History

Benjamin Edwards Inc’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
-731
Closed -$243K – 1390
2025
Q4 		$243K Sell
731
-25
-3% -$7.94K ﹤0.01% 1197
2025
Q3 		$239K Buy
756
+26
+4% +$8.39K ﹤0.01% 1192
2025
Q2 		$247K Buy
730
+30
+4% +$9.28K ﹤0.01% 1054
2025
Q1 		$206K Hold
700
– – ﹤0.01% 1045
2024
Q4 		$250K Buy
700
+37
+6% +$13K ﹤0.01% 1024
2024
Q3 		$211K Buy
+663
New +$185K ﹤0.01% 1049

Other funds holding LAD

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