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Sage Investment Counsel’s Lithia Motors LAD Stock Holding History

Sage Investment Counsel’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
-620
Closed -$209K – 131
2025
Q2 		$209K Sell
620
-80
-11% -$24.7K 0.24% 100
2025
Q1 		$205K Sell
700
-135
-16% -$46K 0.26% 98
2024
Q4 		$298K Buy
+835
New +$294K 0.39% 76

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Investment Counsel's LAD Position: Q3 2025 in Review

Sage Investment Counsel sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 620 shares — an estimated $209K sold.

Sage Investment Counsel first reported a position in LAD in Q4 2024 and held it in 3 quarters. The position peaked at $298K in Q4 2024. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Sage Investment Counsel reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 620 Lithia Motors shares in Q3 2025, an estimated $209K.
  • Sage Investment Counsel first reported a position in Lithia Motors in Q4 2024 and held it in 3 quarters.
  • Sage Investment Counsel's Lithia Motors position peaked at $298K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Sage Investment Counsel's 13F filing for Q3 2025, filed 21 Oct 2025.