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Edgestream Partners’s Lithia Motors LAD Stock Holding History

Edgestream Partners’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
-10,722
Closed -$3.56M – 1003
2025
Q4 		$3.56M Buy
+10,722
New +$3.4M 0.1% 366
2025
Q3 		– Sell
-1,326
Closed -$448K – 979
2025
Q2 		$448K Buy
1,326
+27
+2% +$8.35K 0.01% 744
2025
Q1 		$381K Buy
+1,299
New +$442K 0.01% 727
2021
Q4 		– Sell
-5,944
Closed -$1.88M – 537
2021
Q3 		$1.88M Buy
5,944
+5,354
+907% +$1.86M 0.12% 246
2021
Q2 		$203K Buy
+590
New +$213K 0.01% 429

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VPM
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VCM
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State Street
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RRAM
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Hotchkis & Wiley Capital Management
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