Jones Financial Companies
LAD icon

Jones Financial Companies’s Lithia Motors LAD Stock Holding History

Jones Financial Companies’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 		$21.8M Buy
87,037
+85,487
+5,515% +$25.4M 0.01% 565
2025
Q4 		$515K Sell
1,550
-1,130
-42% -$359K ﹤0.01% 1506
2025
Q3 		$855K Buy
2,680
+1,739
+185% +$561K ﹤0.01% 1193
2025
Q2 		$316K Buy
941
+147
+19% +$45.5K ﹤0.01% 1469
2025
Q1 		$230K Buy
794
+97
+14% +$33K ﹤0.01% 1441
2024
Q4 		$249K Buy
697
+145
+26% +$51.1K ﹤0.01% 1254
2024
Q3 		$177K Buy
552
+1
+0.2% +$279 ﹤0.01% 1175
2024
Q2 		$139K Buy
+551
New +$144K ﹤0.01% 938
2022
Q3 		– Sell
-5
Closed -$1K – 647
2022
Q2 		$1K Buy
+5
New +$1.46K ﹤0.01% 656
2021
Q1 		– Sell
-6
Closed -$2K – 825
2020
Q4 		$2K Buy
+6
New +$1.64K ﹤0.01% 610

Other funds holding LAD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
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