Covestor
LAD icon

Covestor’s Lithia Motors LAD Stock Holding History

Covestor’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
Q3 		$5K Sell
17
-673
-98% -$234K ﹤0.01% 1860
2026
Q2 		$200K Sell
690
-189
-22% -$53.7K 0.12% 126
2026
Q1 		$219K Buy
879
+845
+2,485% +$251K 0.15% 98
2025
Q4 		$11K Sell
34
-2
-6% -$635 0.01% 1528
2025
Q3 		$12K Buy
36
+6
+20% +$1.94K 0.01% 1498
2025
Q2 		$10K Hold
30
– – 0.01% 1597
2025
Q1 		$9K Hold
30
– – 0.01% 1563
2024
Q4 		$11K Hold
30
– – 0.01% 1487
2024
Q3 		$10K Hold
30
– – 0.01% 1564
2024
Q2 		$8K Sell
30
-1
-3% -$262 0.01% 1671
2024
Q1 		$9K Hold
31
– – 0.01% 1651
2023
Q4 		$10K Hold
31
– – 0.01% 1570
2023
Q3 		$9K Hold
31
– – 0.01% 1485
2023
Q2 		$10K Sell
31
-1
-3% -$239 0.01% 1437
2023
Q1 		$7K Hold
32
– – 0.01% 1471
2022
Q4 		$7K Sell
32
-78
-71% -$16.7K 0.01% 1474
2022
Q3 		$24K Sell
110
-216
-66% -$56.4K 0.02% 950
2022
Q2 		$90K Sell
326
-86
-21% -$25.1K 0.07% 472
2022
Q1 		$124K Buy
412
+222
+117% +$69.3K 0.08% 379
2021
Q4 		$57K Buy
+190
New +$58.7K 0.08% 464

Other funds holding LAD

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covestor's LAD Position: Q3 2026 in Review

Covestor reduced its Lithia Motors (LAD) stake by 98% in Q3 2026, selling an estimated $234K and leaving 17 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Covestor first reported a position in LAD in Q4 2021 and has held it in 20 quarters since. The position peaked at $219K in Q1 2026. 124 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Covestor held 17 shares of Lithia Motors worth $5K as of Q3 2026.
  • Covestor sold 673 Lithia Motors shares in Q3 2026, an estimated $234K.
  • Lithia Motors made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1860 holding.
  • Covestor first reported a position in Lithia Motors in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Lithia Motors position peaked at $219K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.