EF
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Empowered Funds’s Lithia Motors LAD Stock Holding History

Empowered Funds’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 		$2.38M Buy
+9,511
New +$2.83M 0.02% 1010
2025
Q4 		– Sell
-10,060
Closed -$3.18M – 1494
2025
Q3 		$3.18M Sell
10,060
-19,090
-65% -$6.16M 0.03% 676
2025
Q2 		$9.85M Buy
29,150
+2,978
+11% +$921K 0.11% 205
2025
Q1 		$7.68M Buy
26,172
+25,480
+3,682% +$8.68M 0.11% 234
2024
Q4 		$247K Buy
+692
New +$244K ﹤0.01% 1441
2022
Q4 		– Sell
-1,693
Closed -$363K – 559
2022
Q3 		$363K Buy
+1,693
New +$442K 0.04% 276
2022
Q2 		– Sell
-13,505
Closed -$4.05M – 308
2022
Q1 		$4.05M Sell
13,505
-3,259
-19% -$1.02M 0.44% 82
2021
Q4 		$4.98M Buy
16,764
+3,677
+28% +$1.14M 0.56% 52
2021
Q3 		$4.15M Buy
+13,087
New +$4.56M 0.53% 62

Other funds holding LAD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
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