Dana Investment Advisors’s Lithia Motors LAD Stock Holding History

Dana Investment Advisors’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	$7.04M	Sell	28,202 -70	-0.2%	-$20.8K	0.21%	122
2025 Q4	$9.4M	Sell	28,272 -55	-0.2%	-$17.5K	0.27%	76
2025 Q3	$8.95M	Sell	28,327 -204	-0.7%	-$65.8K	0.26%	84
2025 Q2	$9.64M	Sell	28,531 -441	-2%	-$136K	0.32%	70
2025 Q1	$8.5M	Sell	28,972 -745	-3%	-$254K	0.3%	75
2024 Q4	$10.6M	Sell	29,717 -3,485	-10%	-$1.23M	0.35%	58
2024 Q3	$10.5M	Sell	33,202 -4,001	-11%	-$1.12M	0.35%	66
2024 Q2	$9.39M	Sell	37,203 -485	-1%	-$127K	0.32%	84
2024 Q1	$11.3M	Buy	+37,688	New	+$11.1M	0.38%	75
2018 Q3	–	Sell	-23,712	Closed	-$2.24M	–	281
2018 Q2	$2.24M	Buy	23,712 +3,563	+18%	+$353K	0.1%	168
2018 Q1	$2.02M	Buy	20,149 +1,305	+7%	+$148K	0.09%	176
2017 Q4	$2.14M	Buy	18,844 +45	+0.2%	+$5.23K	0.09%	172
2017 Q3	$2.26M	Sell	18,799 -7,600	-29%	-$795K	0.1%	168
2017 Q2	$2.49M	Buy	26,399 +121	+0.5%	+$10.9K	0.12%	143
2017 Q1	$2.25M	Buy	+26,278	New	+$2.55M	0.1%	168

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