Newbridge Financial Services Group’s Lithia Motors LAD Stock Holding History

Newbridge Financial Services Group’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 Q3	–	Sell	-7	Closed	-$2.38K	–	1340
2025 Q2	$2.38K	Hold	7	–	–	﹤0.01%	1123
2025 Q1	$2.06K	Sell	7 -12	-63%	-$4.09K	﹤0.01%	888
2024 Q4	$6.79K	Buy	+19	New	+$6.69K	﹤0.01%	808
2024 Q3	–	Sell	-300	Closed	-$75.7K	–	900
2024 Q2	$75.7K	Sell	300 -2	-0.7%	-$524	0.03%	305
2024 Q1	$90.9K	Buy	302 +2	+0.7%	+$591	0.04%	302
2023 Q4	$98.8K	Hold	300	–	–	0.05%	282
2023 Q3	$88.6K	Hold	300	–	–	0.04%	322
2023 Q2	$91.2K	Hold	300	–	–	0.04%	334
2023 Q1	$68.7K	Hold	300	–	–	0.04%	393
2022 Q4	$61.4K	Hold	300	–	–	0.04%	410
2022 Q3	$64K	Hold	300	–	–	0.04%	394
2022 Q2	$82K	Hold	300	–	–	0.05%	296
2022 Q1	$90K	Hold	300	–	–	0.04%	328
2021 Q4	$89K	Hold	300	–	–	0.04%	339
2021 Q3	$95K	Hold	300	–	–	0.06%	274
2021 Q2	$103K	Hold	300	–	–	0.06%	278
2021 Q1	$117K	Hold	300	–	–	0.09%	227
2020 Q4	$88K	Hold	300	–	–	0.07%	236
2020 Q3	$68K	Buy	+300	New	+$67.5K	0.07%	254

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Newbridge Financial Services Group's LAD Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 7 shares — an estimated $2.38K sold.

Newbridge Financial Services Group first reported a position in LAD in Q3 2020 and held it in 19 quarters. The position peaked at $117K in Q1 2021. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

Newbridge Financial Services Group reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 7 Lithia Motors shares in Q3 2025, an estimated $2.38K.
Newbridge Financial Services Group first reported a position in Lithia Motors in Q3 2020 and held it in 19 quarters.
Newbridge Financial Services Group's Lithia Motors position peaked at $117K in Q1 2021.
452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.