Jump Financial’s Lithia Motors LAD Stock Holding History

Jump Financial’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	$5.29M	Buy	21,177 +16,033	+312%	+$4.76M	0.08%	338
2025 Q4	$1.71M	Sell	5,144 -29,420	-85%	-$9.34M	0.02%	743
2025 Q3	$10.9M	Sell	34,564 -5,078	-13%	-$1.64M	0.14%	200
2025 Q2	$13.4M	Buy	39,642 +15,637	+65%	+$4.84M	0.16%	172
2025 Q1	$7.05M	Buy	+24,005	New	+$8.17M	0.11%	263
2024 Q3	–	Sell	-3,232	Closed	-$816K	–	1900
2024 Q2	$816K	Buy	3,232 +199	+7%	+$52.1K	0.02%	910
2024 Q1	$913K	Buy	+3,033	New	+$897K	0.02%	855
2023 Q1	–	Sell	-2,345	Closed	-$480K	–	1829
2022 Q4	$480K	Sell	2,345 -608	-21%	-$130K	0.03%	794
2022 Q3	$633K	Buy	2,953 +2,189	+287%	+$572K	0.02%	799
2022 Q2	$210K	Sell	764 -3,610	-83%	-$1.05M	0.01%	1278
2022 Q1	$1.31M	Sell	4,374 -6,089	-58%	-$1.9M	0.06%	420
2021 Q4	$3.11M	Buy	10,463 +1,447	+16%	+$447K	0.2%	111
2021 Q3	$2.86M	Buy	9,016 +8,271	+1,110%	+$2.88M	0.21%	81
2021 Q2	$256K	Buy	+745	New	+$269K	0.02%	740
2020 Q4	–	Sell	-996	Closed	-$227K	–	1070
2020 Q3	$227K	Buy	+996	New	+$224K	0.05%	599

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