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Riverview Trust Company’s Lithia Motors LAD Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-60
Closed -$17.6K – 408
2025
Q1 		$17.6K Hold
60
– – 0.02% 479
2024
Q4 		$21.4K Hold
60
– – 0.02% 433
2024
Q3 		$19.1K Hold
60
– – 0.02% 503
2024
Q2 		$15.1K Hold
60
– – 0.01% 545
2024
Q1 		$18.1K Buy
+60
New +$17.7K 0.01% 528
2023
Q4 		– Sell
-60
Closed -$17.7K – 385
2023
Q3 		$17.7K Hold
60
– – 0.02% 437
2023
Q2 		$18.2K Hold
60
– – 0.02% 400
2023
Q1 		$13.7K Hold
60
– – 0.01% 551
2022
Q4 		$12K Buy
+60
New +$12.8K 0.01% 624
2022
Q2 		– Sell
-44
Closed -$13K – 790
2022
Q1 		$13K Buy
+44
New +$13.7K 0.01% 677

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverview Trust Company's LAD Position: Q2 2025 in Review

Riverview Trust Company sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 60 shares — an estimated $17.6K sold.

Riverview Trust Company first reported a position in LAD in Q1 2022 and held it in 10 quarters. The position peaked at $21.4K in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Riverview Trust Company reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 60 Lithia Motors shares in Q2 2025, an estimated $17.6K.
  • Riverview Trust Company first reported a position in Lithia Motors in Q1 2022 and held it in 10 quarters.
  • Riverview Trust Company's Lithia Motors position peaked at $21.4K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.