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NMERB
New Mexico Educational Retirement Board’s
Lithia Motors
LAD
Stock Holding History
New Mexico Educational Retirement Board’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
$1.25M
Hold
5,000
–
–
0.04%
543
2025
Q4
$1.66M
Sell
5,000
-600
-11%
-$191K
0.05%
415
2025
Q3
$1.77M
Hold
5,600
–
–
0.05%
380
2025
Q2
$1.89M
Hold
5,600
–
–
0.06%
328
2025
Q1
$1.64M
Hold
5,600
–
–
0.06%
365
2024
Q4
$2M
Hold
5,600
–
–
0.07%
294
2024
Q3
$1.78M
Hold
5,600
–
–
0.06%
361
2024
Q2
$1.41M
Hold
5,600
–
–
0.05%
440
2024
Q1
$1.69M
Hold
5,600
–
–
0.06%
370
2023
Q4
$1.84M
Hold
5,600
–
–
0.07%
292
2023
Q3
$1.65M
Hold
5,600
–
–
0.07%
295
2023
Q2
$1.7M
Buy
5,600
+600
+12%
+$144K
0.07%
277
2023
Q1
$1.15M
Buy
5,000
+500
+11%
+$122K
0.06%
407
2022
Q4
$921K
Hold
4,500
–
–
0.05%
454
2022
Q3
$965K
Hold
4,500
–
–
0.05%
406
2022
Q2
$1.24M
Sell
4,500
-1,700
-27%
-$496K
0.06%
317
2022
Q1
$1.86M
Hold
6,200
–
–
0.07%
287
2021
Q4
$1.84M
Hold
6,200
–
–
0.06%
343
2021
Q3
$1.97M
Hold
6,200
–
–
0.07%
286
2021
Q2
$2.13M
Buy
6,200
+1,700
+38%
+$615K
0.07%
265
2021
Q1
$1.75M
Hold
4,500
–
–
0.07%
284
2020
Q4
$1.32M
Sell
4,500
-100
-2%
-$27.4K
0.06%
357
2020
Q3
$1.05M
Buy
+4,600
New
+$1.03M
0.05%
409
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
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
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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