MFS
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Mirabella Financial Services’s Lithia Motors LAD Stock Holding History

Mirabella Financial Services’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 		– Sell
-777
Closed -$258K – 1055
2025
Q4 		$258K Sell
777
-3,862
-83% -$1.23M 0.02% 516
2025
Q3 		$1.46M Buy
4,639
+2,718
+141% +$877K 0.13% 155
2025
Q2 		$652K Sell
1,921
-39,099
-95% -$12.1M 0.07% 171
2025
Q1 		$12.1M Buy
41,020
+38,004
+1,260% +$12.9M 0.24% 64
2024
Q4 		$1.08M Buy
+3,016
New +$1.06M 0.1% 161
2024
Q2 		– Sell
-3,600
Closed -$1.08M – 574
2024
Q1 		$1.08M Buy
+3,600
New +$1.06M 0.08% 178
2023
Q4 		– Sell
-2,565
Closed -$758K – 514
2023
Q3 		$758K Buy
+2,565
New +$782K 0.11% 182
2023
Q2 		– Sell
-1,412
Closed -$323K – 584
2023
Q1 		$323K Buy
+1,412
New +$343K 0.05% 270
2021
Q4 		– Sell
-1,195
Closed -$379K – 518
2021
Q3 		$379K Buy
+1,195
New +$416K 0.05% 279

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