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 Q4	–	Sell	-400	Closed	-$91K	–	7504
2020 Q3	$91K	Buy	400 +200	+100%	+$45K	﹤0.01%	5187
2020 Q2	$30K	Buy	+200	New	+$22.9K	﹤0.01%	6323
2020 Q1	–	Sell	-5,900	Closed	-$867K	–	7701
2019 Q4	$867K	Buy	5,900 +5,200	+743%	+$781K	﹤0.01%	3909
2019 Q3	$93K	Buy	700 +200	+40%	+$25.6K	﹤0.01%	5727
2019 Q2	$59K	Sell	500 -15,700	-97%	-$1.74M	﹤0.01%	6319
2019 Q1	$1.5M	Buy	16,200 +16,000	+8,000%	+$1.39M	﹤0.01%	2964
2018 Q4	$15K	Sell	200 -3,600	-95%	-$285K	﹤0.01%	7004
2018 Q3	$310K	Buy	3,800 +2,000	+111%	+$176K	﹤0.01%	4801
2018 Q2	$170K	Sell	1,800 -2,400	-57%	-$238K	﹤0.01%	5219
2018 Q1	$422K	Buy	4,200 +3,000	+250%	+$339K	﹤0.01%	4169
2017 Q4	$136K	Sell	1,200 -4,500	-79%	-$523K	﹤0.01%	5373
2017 Q3	$686K	Buy	5,700 +4,500	+375%	+$471K	﹤0.01%	3778
2017 Q2	$113K	Buy	+1,200	New	+$108K	﹤0.01%	5256

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Citigroup's LAD Position: Q1 2026 in Review

Citigroup increased its Lithia Motors (LAD) stake by 63% in Q1 2026, buying an estimated $1.29M and bringing the position to 11,253 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Citigroup first reported a position in LAD in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.07M in Q4 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Citigroup held 11,253 shares of Lithia Motors worth $2.81M as of Q1 2026.
Citigroup bought 4,348 Lithia Motors shares in Q1 2026, an estimated $1.29M.
Lithia Motors made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2429 holding.
Citigroup first reported a position in Lithia Motors in Q2 2013 and has held it in 52 quarters since.
Citigroup's Lithia Motors position peaked at $5.07M in Q4 2024.
432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.