Contravisory Investment Management’s Lithia Motors LAD Stock Holding History

Contravisory Investment Management’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 Q2	$52.9K	Hold	182	–	–	0.01%	268
2026 Q1	$45.4K	Hold	182	–	–	0.01%	267
2025 Q4	$60.5K	Hold	182	–	–	0.01%	269
2025 Q3	$57.5K	Hold	182	–	–	0.01%	271
2025 Q2	$61.5K	Hold	182	–	–	0.01%	272
2025 Q1	$53.4K	Hold	182	–	–	0.01%	276
2024 Q4	$65.1K	Hold	182	–	–	0.01%	245
2024 Q3	$57.8K	Hold	182	–	–	0.01%	237
2024 Q2	$45.9K	Hold	182	–	–	0.01%	234
2024 Q1	$54.8K	Hold	182	–	–	0.01%	231
2023 Q4	$59.9K	Hold	182	–	–	0.01%	223
2023 Q3	$53.8K	Hold	182	–	–	0.02%	229
2023 Q2	$55.3K	Hold	182	–	–	0.01%	221
2023 Q1	$41.7K	Hold	182	–	–	0.01%	233
2022 Q4	$37.3K	Hold	182	–	–	0.01%	240
2022 Q3	$39K	Hold	182	–	–	0.01%	241
2022 Q2	$50K	Hold	182	–	–	0.02%	238
2022 Q1	$55K	Hold	182	–	–	0.02%	238
2021 Q4	$54K	Hold	182	–	–	0.01%	223
2021 Q3	$58K	Hold	182	–	–	0.02%	228
2021 Q2	$63K	Hold	182	–	–	0.02%	220
2021 Q1	$71K	Sell	182 -88	-33%	-$31.6K	0.02%	205
2020 Q4	$79K	Hold	270	–	–	0.02%	192
2020 Q3	$62K	Hold	270	–	–	0.02%	191
2020 Q2	$37K	Hold	270	–	–	0.01%	206
2020 Q1	$22K	Hold	270	–	–	0.01%	236
2019 Q4	$40K	Sell	270 -270	-50%	-$40.6K	0.01%	227
2019 Q3	$71K	Hold	540	–	–	0.03%	203
2019 Q2	$64K	Hold	540	–	–	0.02%	211
2019 Q1	$50K	Hold	540	–	–	0.02%	219
2018 Q4	$41K	Hold	540	–	–	0.02%	222
2018 Q3	$44K	Hold	540	–	–	0.02%	190
2018 Q2	$51K	Sell	540 -1,103	-67%	-$109K	0.02%	217
2018 Q1	$165K	Sell	1,643 -12	-0.7%	-$1.36K	0.06%	161
2017 Q4	$188K	Buy	1,655 +1,053	+175%	+$122K	0.07%	150
2017 Q3	$72K	Buy	+602	New	+$63K	0.03%	192
2017 Q2	–	Sell	-590	Closed	-$51K	–	207
2017 Q1	$51K	Hold	590	–	–	0.02%	179
2016 Q4	$57K	Sell	590 -110	-16%	-$10.1K	0.02%	121
2016 Q3	$67K	Hold	700	–	–	0.02%	95
2016 Q2	$50K	Hold	700	–	–	0.02%	93
2016 Q1	$61K	Sell	700 -1,770	-72%	-$152K	0.02%	96
2015 Q4	$263K	Buy	2,470 +1,670	+209%	+$192K	0.07%	55
2015 Q3	$86K	Hold	800	–	–	0.02%	92
2015 Q2	$91K	Hold	800	–	–	0.02%	95
2015 Q1	$80K	Hold	800	–	–	0.02%	88
2014 Q4	$69K	Sell	800 -400	-33%	-$31K	0.01%	90
2014 Q3	$91K	Hold	1,200	–	–	0.02%	88
2014 Q2	$113K	Hold	1,200	–	–	0.02%	89
2014 Q1	$80K	Sell	1,200 -1,209	-50%	-$75.5K	0.02%	97
2013 Q4	$167K	Hold	2,409	–	–	0.03%	74
2013 Q3	$176K	Hold	2,409	–	–	0.04%	58
2013 Q2	$128K	Buy	+2,409	New	+$121K	0.03%	79

Other funds holding LAD

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180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return