Mercer Global Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $234K | Sell |
939
-632
| -40% | -$188K | ﹤0.01% | 2680 |
|
|
2025
Q4 | $522K | Buy |
1,571
+77
| +5% | +$24.4K | ﹤0.01% | 1828 |
|
|
2025
Q3 | $472K | Buy |
1,494
+211
| +16% | +$68.1K | ﹤0.01% | 1784 |
|
|
2025
Q2 | $433K | Buy |
1,283
+85
| +7% | +$26.3K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $352K | Hold |
1,198
| – | – | ﹤0.01% | 1673 |
|
|
2024
Q4 | $428K | Sell |
1,198
-168
| -12% | -$59.2K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $433K | Buy |
1,366
+263
| +24% | +$73.3K | ﹤0.01% | 1411 |
|
|
2024
Q2 | $279K | Sell |
1,103
-122
| -10% | -$31.9K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $369K | Sell |
1,225
-338
| -22% | -$99.9K | ﹤0.01% | 1447 |
|
|
2023
Q4 | $515K | Buy |
1,563
+179
| +13% | +$49.1K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $409K | Buy |
1,384
+78
| +6% | +$23.8K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $397K | Sell |
1,306
-387
| -23% | -$92.7K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $388K | Buy |
1,693
+488
| +40% | +$119K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $247K | Buy |
1,205
+45
| +4% | +$9.62K | ﹤0.01% | 1602 |
|
|
2022
Q3 | $249K | Sell |
1,160
-614
| -35% | -$160K | ﹤0.01% | 1524 |
|
|
2022
Q2 | $488K | Sell |
1,774
-106
| -6% | -$30.9K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $564K | Sell |
1,880
-3,356
| -64% | -$1.05M | ﹤0.01% | 1167 |
|
|
2021
Q4 | $1.55M | Sell |
5,236
-9
| -0.2% | -$2.78K | 0.01% | 711 |
|
|
2021
Q3 | $1.66M | Buy |
5,245
+596
| +13% | +$208K | 0.01% | 673 |
|
|
2021
Q2 | $1.6M | Buy |
4,649
+3,449
| +287% | +$1.25M | 0.01% | 653 |
|
|
2021
Q1 | $468K | Sell |
1,200
-277
| -19% | -$99.5K | ﹤0.01% | 1113 |
|
|
2020
Q4 | $432K | Sell |
1,477
-1
| -0.1% | -$274 | 0.01% | 920 |
|
|
2020
Q3 | $337K | Sell |
1,478
-74
| -5% | -$16.6K | 0.01% | 915 |
|
|
2020
Q2 | $235K | Buy |
+1,552
| New | +$178K | ﹤0.01% | 938 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
