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Dean Investment Associates’s Lithia Motors LAD Stock Holding History

Dean Investment Associates’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
-11,365
Closed -$3.78M – 203
2025
Q4 		$3.78M Sell
11,365
-594
-5% -$189K 0.54% 88
2025
Q3 		$3.78M Buy
11,959
+596
+5% +$192K 0.53% 88
2025
Q2 		$3.84M Buy
11,363
+1,632
+17% +$505K 0.56% 70
2025
Q1 		$2.86M Buy
9,731
+230
+2% +$78.3K 0.42% 115
2024
Q4 		$3.4M Buy
+9,501
New +$3.35M 0.48% 79

Other funds holding LAD

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ACM
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dean Investment Associates's LAD Position: Q1 2026 in Review

Dean Investment Associates sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 11,365 shares — an estimated $3.78M sold.

Dean Investment Associates first reported a position in LAD in Q4 2024 and held it in 5 quarters. The position peaked at $3.84M in Q2 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Dean Investment Associates reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Dean Investment Associates sold 11,365 Lithia Motors shares in Q1 2026, an estimated $3.78M.
  • Dean Investment Associates first reported a position in Lithia Motors in Q4 2024 and held it in 5 quarters.
  • Dean Investment Associates's Lithia Motors position peaked at $3.84M in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.