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Guerra Advisors’s Lithia Motors LAD Stock Holding History

Guerra 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
2025
Q3 		$3.16K Buy
+10
New +$3.23K ﹤0.01% 465

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

Guerra Advisors's LAD Position: Q3 2025 in Review

Guerra Advisors opened a new position in Lithia Motors (LAD) in Q3 2025: 10 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings.

453 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Guerra Advisors held 10 shares of Lithia Motors worth $3.16K as of Q3 2025.
  • Lithia Motors was a new Guerra Advisors position in Q3 2025.
  • Lithia Motors made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #465 holding.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.