S&T Bank’s Lithia Motors LAD Stock Holding History

S&T Bank’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	$1.35M	Sell	5,423 -5,641	-51%	-$1.68M	0.51%	49
2025 Q4	$3.68M	Sell	11,064 -1,868	-14%	-$593K	1.16%	32
2025 Q3	$4.09M	Sell	12,932 -2,602	-17%	-$839K	1.15%	36
2025 Q2	$5.25M	Sell	15,534 -662	-4%	-$205K	1.6%	28
2025 Q1	$4.75M	Sell	16,196 -263	-2%	-$89.6K	1.55%	25
2024 Q4	$5.88M	Sell	16,459 -2,057	-11%	-$725K	1.88%	21
2024 Q3	$5.88M	Sell	18,516 -535	-3%	-$149K	1.54%	28
2024 Q2	$4.81M	Sell	19,051 -8,814	-32%	-$2.31M	1.23%	37
2024 Q1	$8.38M	Sell	27,865 -3,407	-11%	-$1.01M	1.61%	29
2023 Q4	$10.3M	Sell	31,272 -1,158	-4%	-$318K	1.9%	17
2023 Q3	$9.58M	Sell	32,430 -1,558	-5%	-$475K	1.85%	22
2023 Q2	$10.3M	Sell	33,988 -835	-2%	-$200K	1.86%	19
2023 Q1	$7.97M	Sell	34,823 -89	-0.3%	-$21.6K	1.44%	36
2022 Q4	$7.15M	Sell	34,912 -1,195	-3%	-$255K	1.32%	33
2022 Q3	$7.75M	Buy	+36,107	New	+$9.43M	1.5%	30

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