Key Financial Inc’s Lithia Motors LAD Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-14	Closed	-$4.11K	–	1461
2025 Q1	$4.11K	Hold	14	–	–	﹤0.01%	1034
2024 Q4	$5K	Buy	+14	New	+$4.93K	﹤0.01%	992

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's LAD Position: Q2 2025 in Review

Key Financial Inc sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 14 shares — an estimated $4.11K sold.

Key Financial Inc first reported a position in LAD in Q4 2024 and held it in 2 quarters. The position peaked at $5K in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

Key Financial Inc reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 14 Lithia Motors shares in Q2 2025, an estimated $4.11K.
Key Financial Inc first reported a position in Lithia Motors in Q4 2024 and held it in 2 quarters.
Key Financial Inc's Lithia Motors position peaked at $5K in Q4 2024.
453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.