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LAD icon

OneAscent Financial Services’s Lithia Motors LAD Stock Holding History

OneAscent 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
-602
Closed -$200K – 601
2025
Q4 		$200K Buy
+602
New +$191K 0.02% 446
2025
Q3 		– Sell
-864
Closed -$295K – 480
2025
Q2 		$295K Sell
864
-578
-40% -$179K 0.02% 415
2025
Q1 		$426K Buy
1,442
+462
+47% +$157K 0.03% 358
2024
Q4 		$350K Buy
980
+207
+27% +$72.9K 0.03% 322
2024
Q3 		$246K Buy
+773
New +$215K 0.18% 152
2024
Q2 		– Sell
-1,643
Closed -$494K – 316
2024
Q1 		$494K Sell
1,643
-45
-3% -$13.3K 0.05% 205
2023
Q4 		$556K Buy
1,688
+390
+30% +$107K 0.07% 179
2023
Q3 		$383K Buy
+1,298
New +$396K 0.1% 150

Other funds holding LAD

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