EverSource Wealth Advisors’s Lithia Motors LAD Stock Holding History

EverSource Wealth Advisors’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	$155K	Sell	622 -204	-25%	-$60.6K	﹤0.01%	1191
2025 Q4	$274K	Sell	826 -121	-13%	-$38.4K	0.01%	808
2025 Q3	$299K	Buy	947 +126	+15%	+$40.6K	0.01%	732
2025 Q2	$277K	Buy	821 +273	+50%	+$84.4K	0.01%	707
2025 Q1	$161K	Buy	548 +47	+9%	+$16K	0.01%	741
2024 Q4	$179K	Buy	501 +92	+22%	+$32.4K	0.01%	693
2024 Q3	$130K	Sell	409 -61	-13%	-$17K	0.01%	705
2024 Q2	$130K	Sell	470 -84	-15%	-$22K	0.01%	709
2024 Q1	$141K	Buy	554 +65	+13%	+$19.2K	0.01%	594
2023 Q4	$161K	Buy	489 +109	+29%	+$29.9K	0.01%	491
2023 Q3	$112K	Buy	380 +130	+52%	+$39.6K	0.01%	534
2023 Q2	$76K	Buy	250 +237	+1,823%	+$56.8K	0.01%	677
2023 Q1	$2.98K	Buy	+13	New	+$3.16K	﹤0.01%	1819

Other funds holding LAD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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