IHL
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Investment House LLC’s Lithia Motors LAD Stock Holding History

Investment House LLC’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
-2,240
Closed -$757K – 233
2025
Q2 		$757K Sell
2,240
-2,401
-52% -$743K 0.04% 157
2025
Q1 		$1.36M Buy
+4,641
New +$1.58M 0.08% 131
2024
Q3 		– Sell
-4,928
Closed -$1.24M – 211
2024
Q2 		$1.24M Buy
4,928
+2,828
+135% +$740K 0.07% 124
2024
Q1 		$632K Sell
2,100
-4,222
-67% -$1.25M 0.04% 152
2023
Q4 		$2.08M Buy
+6,322
New +$1.73M 0.15% 91

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

Investment House LLC's LAD Position: Q3 2025 in Review

Investment House LLC sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 2,240 shares — an estimated $757K sold.

Investment House LLC first reported a position in LAD in Q4 2023 and held it in 5 quarters. The position peaked at $2.08M in Q4 2023. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Investment House LLC reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Investment House LLC sold 2,240 Lithia Motors shares in Q3 2025, an estimated $757K.
  • Investment House LLC first reported a position in Lithia Motors in Q4 2023 and held it in 5 quarters.
  • Investment House LLC's Lithia Motors position peaked at $2.08M in Q4 2023.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Investment House LLC's 13F filing for Q3 2025, filed 31 Oct 2025.