BTI
LAD icon

Blue Trust Inc’s Lithia Motors LAD Stock Holding History

Blue Trust 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 		$29.5K Sell
118
-29
-20% -$8.61K ﹤0.01% 1524
2025
Q4 		$48.9K Hold
147
– – ﹤0.01% 1372
2025
Q3 		$46.5K Sell
147
-12
-8% -$3.87K ﹤0.01% 1441
2025
Q2 		$53.7K Buy
159
+12
+8% +$3.71K ﹤0.01% 1437
2025
Q1 		$43.1K Hold
147
– – ﹤0.01% 1435
2024
Q4 		$52.5K Sell
147
-53
-27% -$18.7K ﹤0.01% 1282
2024
Q3 		$50.5K Buy
200
+66
+49% +$18.4K ﹤0.01% 1560
2024
Q2 		$40.3K Buy
134
+61
+84% +$16K ﹤0.01% 1341
2024
Q1 		$22K Sell
73
-8
-10% -$2.37K ﹤0.01% 1196
2023
Q4 		$24K Buy
81
+20
+33% +$5.49K ﹤0.01% 1210
2023
Q3 		$19K Buy
61
+33
+118% +$10.1K ﹤0.01% 1199
2023
Q2 		$6K Sell
28
-254
-90% -$60.8K ﹤0.01% 1469
2023
Q1 		$58K Buy
282
+102
+57% +$24.8K ﹤0.01% 970
2022
Q4 		$39K Buy
180
+87
+94% +$18.6K ﹤0.01% 1029
2022
Q3 		$26K Sell
93
-60
-39% -$15.7K ﹤0.01% 986
2022
Q2 		$46K Buy
+153
New +$44.6K ﹤0.01% 709

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