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FourThought Financial Partners’s Lithia Motors LAD Stock Holding History

FourThought Financial 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
2025
Q3 		– Sell
-2,230
Closed -$753K – 517
2025
Q2 		$753K Buy
2,230
+222
+11% +$68.7K 0.07% 154
2025
Q1 		$589K Buy
2,008
+101
+5% +$34.4K 0.06% 168
2024
Q4 		$682K Sell
1,907
-46
-2% -$16.2K 0.07% 159
2024
Q3 		$620K Buy
1,953
+41
+2% +$11.4K 0.07% 130
2024
Q2 		$483K Buy
1,912
+112
+6% +$29.3K 0.06% 141
2024
Q1 		$541K Buy
1,800
+191
+12% +$56.5K 0.06% 193
2023
Q4 		$530K Buy
1,609
+37
+2% +$10.2K 0.07% 193
2023
Q3 		$464K Sell
1,572
-168
-10% -$51.2K 0.06% 195
2023
Q2 		$529K Buy
1,740
+375
+27% +$89.8K 0.07% 184
2023
Q1 		$313K Sell
1,365
-16
-1% -$3.89K 0.04% 243
2022
Q4 		$283K Buy
+1,381
New +$295K 0.04% 259

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial Partners's LAD Position: Q3 2025 in Review

FourThought Financial Partners sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 2,230 shares — an estimated $753K sold.

FourThought Financial Partners first reported a position in LAD in Q4 2022 and held it in 11 quarters. The position peaked at $753K in Q2 2025. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • FourThought Financial Partners reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 2,230 Lithia Motors shares in Q3 2025, an estimated $753K.
  • FourThought Financial Partners first reported a position in Lithia Motors in Q4 2022 and held it in 11 quarters.
  • FourThought Financial Partners's Lithia Motors position peaked at $753K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on FourThought Financial Partners's 13F filing for Q3 2025, filed 13 Nov 2025.