NewEdge Advisors’s Lithia Motors LAD Stock Holding History

NewEdge Advisors’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	$16.3K	Hold	65	–	–	﹤0.01%	3258
2025 Q4	$21.6K	Hold	65	–	–	﹤0.01%	3234
2025 Q3	$20.5K	Hold	65	–	–	﹤0.01%	3114
2025 Q2	$21.9K	Sell	65 -1	-2%	-$309	﹤0.01%	2922
2025 Q1	$19.3K	Hold	66	–	–	﹤0.01%	2880
2024 Q4	$23.5K	Hold	66	–	–	﹤0.01%	2764
2024 Q3	$20.8K	Sell	66 -785	-92%	-$219K	﹤0.01%	2705
2024 Q2	$215K	Sell	851 -242	-22%	-$63.3K	﹤0.01%	1882
2024 Q1	$329K	Sell	1,093 -257	-19%	-$76K	﹤0.01%	1594
2023 Q4	$413K	Buy	1,350 +227	+20%	+$62.3K	﹤0.01%	1382
2023 Q3	$332K	Sell	1,123 -279	-20%	-$85K	﹤0.01%	1375
2023 Q2	$426K	Sell	1,402 -13	-0.9%	-$3.11K	﹤0.01%	1266
2023 Q1	$324K	Sell	1,415 -23	-2%	-$5.59K	﹤0.01%	1339
2022 Q4	$290K	Buy	1,438 +348	+32%	+$74.4K	0.01%	1021
2022 Q3	$234K	Buy	1,090 +25	+2%	+$6.53K	﹤0.01%	1310
2022 Q2	$293K	Buy	+1,065	New	+$310K	0.01%	1226
2017 Q3	–	Sell	-90	Closed	-$8.03K	–	777
2017 Q2	$8.03K	Buy	+90	New	+$8.13K	﹤0.01%	1036

Other funds holding LAD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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