FORA Capital’s Lithia Motors LAD Stock Holding History

FORA Capital’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	-2,554	Closed	-$849K	–	525
2025 Q4	$849K	Buy	+2,554	New	+$811K	0.1%	228
2025 Q1	–	Sell	-2,332	Closed	-$834K	–	584
2024 Q4	$834K	Buy	2,332 +282	+14%	+$99.3K	0.1%	215
2024 Q3	$651K	Sell	2,050 -287	-12%	-$80K	0.08%	256
2024 Q2	$590K	Sell	2,337 -918	-28%	-$240K	0.07%	279
2024 Q1	$979K	Sell	3,255 -1,917	-37%	-$567K	0.08%	239
2023 Q4	$1.7M	Buy	5,172 +220	+4%	+$60.4K	0.15%	182
2023 Q3	$1.46M	Buy	+4,952	New	+$1.51M	0.13%	191
2023 Q1	–	Sell	-5,352	Closed	-$1.1M	–	615
2022 Q4	$1.1M	Buy	+5,352	New	+$1.14M	0.18%	153
2022 Q2	–	Sell	-3,157	Closed	-$1.01M	–	571
2022 Q1	$1.01M	Buy	+3,157	New	+$986K	0.18%	157
2021 Q2	–	Sell	-756	Closed	-$295K	–	1025
2021 Q1	$295K	Buy	+756	New	+$272K	0.1%	233
2020 Q4	–	Sell	-1,834	Closed	-$418K	–	1032
2020 Q3	$418K	Buy	+1,834	New	+$412K	0.27%	79
2020 Q2	–	Sell	-5,990	Closed	-$490K	–	1125
2020 Q1	$490K	Buy	+5,990	New	+$723K	0.11%	245

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