DT
LAD icon

Diversified Trust’s Lithia Motors LAD Stock Holding History

Diversified Trust’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
2025
Q2 		– Sell
-1,375
Closed -$404K – 973
2025
Q1 		$404K Buy
1,375
+30
+2% +$10.2K 0.01% 636
2024
Q4 		$481K Buy
1,345
+2
+0.1% +$705 0.01% 611
2024
Q3 		$427K Hold
1,343
– – 0.01% 639
2024
Q2 		$339K Buy
+1,343
New +$352K 0.01% 649
2022
Q1 		– Sell
-783
Closed -$233K – 845
2021
Q4 		$233K Hold
783
– – 0.01% 721
2021
Q3 		$248K Buy
+783
New +$273K 0.01% 657

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust's LAD Position: Q2 2025 in Review

Diversified Trust sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 1,375 shares — an estimated $404K sold.

Diversified Trust first reported a position in LAD in Q3 2021 and held it in 6 quarters. The position peaked at $481K in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Diversified Trust reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Diversified Trust sold 1,375 Lithia Motors shares in Q2 2025, an estimated $404K.
  • Diversified Trust first reported a position in Lithia Motors in Q3 2021 and held it in 6 quarters.
  • Diversified Trust's Lithia Motors position peaked at $481K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.