CPC
LAD icon

Consolidated Planning Corp’s Lithia Motors LAD Stock Holding History

Consolidated Planning Corp’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 		$2.53M Buy
10,147
+739
+8% +$220K 0.41% 45
2025
Q4 		$3.13M Buy
9,408
+831
+10% +$264K 0.32% 82
2025
Q3 		$2.71M Buy
+8,577
New +$2.77M 0.29% 83
2025
Q1 		– Sell
-2,891
Closed -$1.03M – 202
2024
Q4 		$1.03M Buy
2,891
+1,034
+56% +$364K 0.14% 97
2024
Q3 		$590K Buy
+1,857
New +$518K 0.09% 121
2024
Q2 		– Sell
-812
Closed -$244K – 198
2024
Q1 		$244K Buy
+812
New +$240K 0.04% 164
2021
Q4 		– Sell
-5
Closed -$2K – 270
2021
Q3 		$2K Buy
+5
New +$1.74K ﹤0.01% 409

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