Everence Capital Management’s Lithia Motors LAD Stock Holding History

Everence Capital Management’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 Q4	–	Sell	-650	Closed	-$205K	–	813
2025 Q3	$205K	Hold	650	–	–	0.01%	763
2025 Q2	$220K	Buy	+650	New	+$201K	0.01%	724
2025 Q1	–	Sell	-650	Closed	-$232K	–	816
2024 Q4	$232K	Buy	+650	New	+$229K	0.02%	715
2020 Q3	–	Sell	-4,540	Closed	-$547K	–	713
2020 Q2	$547K	Hold	4,540	–	–	0.06%	264
2020 Q1	$371K	Buy	4,540 +1,730	+62%	+$209K	0.05%	322
2019 Q4	$413K	Hold	2,810	–	–	0.06%	352
2019 Q3	$372K	Hold	2,810	–	–	0.06%	354
2019 Q2	$334K	Hold	2,810	–	–	0.06%	395
2019 Q1	$261K	Buy	+2,810	New	+$244K	0.05%	459

Other funds holding LAD

ACM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Everence Capital Management's LAD Position: Q4 2025 in Review

Everence Capital Management sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 650 shares — an estimated $205K sold.

Everence Capital Management first reported a position in LAD in Q1 2019 and held it in 9 quarters. The position peaked at $547K in Q2 2020. 479 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

Everence Capital Management reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
Everence Capital Management sold 650 Lithia Motors shares in Q4 2025, an estimated $205K.
Everence Capital Management first reported a position in Lithia Motors in Q1 2019 and held it in 9 quarters.
Everence Capital Management's Lithia Motors position peaked at $547K in Q2 2020.
479 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.