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Capital Advisors Ltd’s Lithia Motors LAD Stock Holding History

Capital Advisors Ltd’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 		$3K Hold
11
– – ﹤0.01% 1045
2025
Q4 		$4K Hold
11
– – ﹤0.01% 977
2025
Q3 		$3K Hold
11
– – ﹤0.01% 1009
2025
Q2 		$4K Hold
11
– – ﹤0.01% 968
2025
Q1 		$3K Hold
11
– – ﹤0.01% 989
2024
Q4 		$4K Hold
11
– – ﹤0.01% 968
2024
Q3 		$3K Hold
11
– – ﹤0.01% 1001
2024
Q2 		$3K Hold
11
– – ﹤0.01% 994
2024
Q1 		$3K Hold
11
– – ﹤0.01% 980
2023
Q4 		$4K Hold
11
– – ﹤0.01% 894
2023
Q3 		$3K Hold
11
– – ﹤0.01% 935
2023
Q2 		$3K Buy
+11
New +$2.63K ﹤0.01% 943
2022
Q4 		– Sell
-5
Closed -$1K – 1439
2022
Q3 		$1K Buy
5
+2
+67% +$523 ﹤0.01% 1050
2022
Q2 		$1K Buy
3
+1
+50% +$292 ﹤0.01% 819
2022
Q1 		$1K Buy
2
+1
+100% +$312 ﹤0.01% 741
2021
Q4 		$0 Buy
+1
New +$309 ﹤0.01% 879

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