Capstone Investment Advisors
LAD icon

Capstone Investment Advisors’s Lithia Motors LAD Stock Holding History

Capstone 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 		– Sell
-3,900
Closed -$1.3M – 1797
2025
Q4 		$1.3M Buy
+3,900
New +$1.24M 0.01% 765
2025
Q3 		– Sell
-1,624
Closed -$549K – 2028
2025
Q2 		$549K Buy
+1,624
New +$502K ﹤0.01% 1105
2024
Q4 		– Sell
-2,300
Closed -$731K – 1938
2024
Q3 		$731K Buy
+2,300
New +$641K 0.01% 1085
2023
Q3 		– Sell
-3,890
Closed -$1.18M – 2216
2023
Q2 		$1.18M Buy
+3,890
New +$932K 0.03% 810
2023
Q1 		– Hold
0
– – – 1650
2022
Q4 		– Hold
0
– – – 1663
2018
Q1 		– Sell
-3,698
Closed -$420K – 473
2017
Q4 		$420K Buy
+3,698
New +$430K 0.02% 301
2017
Q2 		– Sell
-9,490
Closed -$812K – 804
2017
Q1 		$812K Buy
+9,490
New +$920K 0.04% 478
2016
Q3 		– Sell
-8,547
Closed -$607K – 851
2016
Q2 		$607K Buy
8,547
+2,847
+50% +$228K 0.03% 439
2016
Q1 		$497K Buy
+5,700
New +$490K 0.03% 424

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