eCIO Inc’s Lithia Motors LAD Stock Holding History

eCIO Inc’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	-125	Closed	-$41.5K	–	117
2025 Q4	$41.5K	Buy	+125	New	+$39.7K	0.02%	136
2025 Q2	–	Sell	-187	Closed	-$54.9K	–	135
2025 Q1	$54.9K	Buy	+187	New	+$63.7K	0.02%	220

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

eCIO Inc's LAD Position: Q1 2026 in Review

eCIO Inc sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 125 shares — an estimated $41.5K sold.

eCIO Inc first reported a position in LAD in Q1 2025 and held it in 2 quarters. The position peaked at $54.9K in Q1 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

eCIO Inc reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 125 Lithia Motors shares in Q1 2026, an estimated $41.5K.
eCIO Inc first reported a position in Lithia Motors in Q1 2025 and held it in 2 quarters.
eCIO Inc's Lithia Motors position peaked at $54.9K in Q1 2025.
432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.