CIP
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Convergence Investment Partners’s Lithia Motors LAD Stock Holding History

Convergence Investment 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
-8,090
Closed -$2.69M – 266
2025
Q4 		$2.69M Buy
8,090
+468
+6% +$149K 0.53% 50
2025
Q3 		$2.41M Buy
7,622
+4,223
+124% +$1.36M 0.54% 51
2025
Q2 		$1.15M Sell
3,399
-76
-2% -$23.5K 0.29% 129
2025
Q1 		$1.02M Buy
+3,475
New +$1.18M 0.28% 123
2019
Q4 		– Sell
-984
Closed -$130K – 275
2019
Q3 		$130K Sell
984
-976
-50% -$125K 0.04% 271
2019
Q2 		$233K Buy
+1,960
New +$217K 0.06% 225
2016
Q1 		– Sell
-42,630
Closed -$4.55M – 369
2015
Q4 		$4.55M Sell
42,630
-10,920
-20% -$1.25M 0.51% 59
2015
Q3 		$5.79M Buy
53,550
+40
+0.1% +$4.49K 0.66% 22
2015
Q2 		$6.05M Buy
+53,510
New +$5.7M 0.6% 34

Other funds holding LAD

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
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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