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 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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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