Cerity Partners
LAD icon

Cerity Partners’s Lithia Motors LAD Stock Holding History

Cerity Partners’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
-992
Closed -$330K – 3332
2025
Q4 		$330K Buy
+992
New +$315K ﹤0.01% 2355
2025
Q1 		– Sell
-866
Closed -$300K – 2550
2024
Q4 		$300K Sell
866
-155
-15% -$54.6K ﹤0.01% 2035
2024
Q3 		$324K Sell
1,021
-148
-13% -$41.3K ﹤0.01% 2006
2024
Q2 		$295K Sell
1,169
-866
-43% -$227K ﹤0.01% 1827
2024
Q1 		$612K Buy
2,035
+750
+58% +$222K ﹤0.01% 1504
2023
Q4 		$423K Buy
+1,285
New +$353K ﹤0.01% 1341
2023
Q3 		– Sell
-1,332
Closed -$405K – 1573
2023
Q2 		$405K Buy
1,332
+421
+46% +$101K ﹤0.01% 1274
2023
Q1 		$209K Buy
+911
New +$222K ﹤0.01% 1698
2017
Q4 		– Sell
-1,828
Closed -$220K – 576
2017
Q3 		$220K Buy
+1,828
New +$191K 0.02% 516

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