Citigroup
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Citigroup’s Lithia Motors LAD Stock Holding History

Citigroup’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
2020
Q3 		– Sell
-200
Closed -$30K – 7531
2020
Q2 		$30K Hold
200
– – ﹤0.01% 6322
2020
Q1 		$16K Sell
200
-700
-78% -$84.4K ﹤0.01% 6820
2019
Q4 		$132K Sell
900
-300
-25% -$45.1K ﹤0.01% 5517
2019
Q3 		$159K Buy
1,200
+800
+200% +$102K ﹤0.01% 5324
2019
Q2 		$48K Buy
400
+300
+300% +$33.2K ﹤0.01% 6522
2019
Q1 		$9K Sell
100
-1,600
-94% -$139K ﹤0.01% 7281
2018
Q4 		$130K Buy
+1,700
New +$134K ﹤0.01% 5429
2018
Q3 		– Sell
-200
Closed -$19K – 7807
2018
Q2 		$19K Sell
200
-600
-75% -$59.4K ﹤0.01% 6940
2018
Q1 		$80K Buy
800
+500
+167% +$56.6K ﹤0.01% 5802
2017
Q4 		$34K Sell
300
-1,600
-84% -$186K ﹤0.01% 6432
2017
Q3 		$229K Buy
1,900
+1,000
+111% +$105K ﹤0.01% 4878
2017
Q2 		$85K Buy
900
+800
+800% +$72.3K ﹤0.01% 5470
2017
Q1 		$9K Sell
100
-400
-80% -$38.8K ﹤0.01% 6596
2016
Q4 		$48K Buy
+500
New +$45.8K ﹤0.01% 6161

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

Citigroup's LAD Position: Q3 2026 in Review

Citigroup increased its Lithia Motors (LAD) stake by 78% in Q3 2026, buying an estimated $7.64M and bringing the position to 49,997 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Citigroup first reported a position in LAD in Q2 2013 and has held it in 54 quarters since. 298 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Citigroup held 49,997 shares of Lithia Motors worth $14.6M as of Q3 2026.
  • Citigroup bought 21,921 Lithia Motors shares in Q3 2026, an estimated $7.64M.
  • Lithia Motors made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #1378 holding.
  • Citigroup first reported a position in Lithia Motors in Q2 2013 and has held it in 54 quarters since.
  • 298 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.