Schroder Investment Management Group’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.4M Sell
81,117
-12,142
-13% -$4.1M 0.02% 447
2025
Q1
$27M Buy
93,259
+2,298
+3% +$666K 0.03% 435
2024
Q4
$32.5M Sell
90,961
-5,442
-6% -$1.94M 0.03% 398
2024
Q3
$30.9M Buy
+96,403
New +$30.9M 0.03% 404
2022
Q4
Sell
-1,309
Closed -$281K 1306
2022
Q3
$281K Sell
1,309
-28,541
-96% -$6.13M ﹤0.01% 1212
2022
Q2
$8.56M Sell
29,850
-6,163
-17% -$1.77M 0.01% 682
2022
Q1
$11.5M Sell
36,013
-2,622
-7% -$839K 0.02% 637
2021
Q4
$11.5M Buy
38,635
+15,072
+64% +$4.48M 0.02% 587
2021
Q3
$7.47M Buy
23,563
+19,628
+499% +$6.22M 0.01% 697
2021
Q2
$1.35M Buy
3,935
+322
+9% +$111K ﹤0.01% 1086
2021
Q1
$1.41M Sell
3,613
-34,037
-90% -$13.3M ﹤0.01% 1078
2020
Q4
$11M Sell
37,650
-6,402
-15% -$1.87M 0.02% 607
2020
Q3
$12M Buy
+44,052
New +$12M 0.02% 545
2018
Q4
Sell
-49
Closed -$4K 1256
2018
Q3
$4K Buy
+49
New +$4K ﹤0.01% 1266
2015
Q1
Sell
-35
Closed -$3K 1274
2014
Q4
$3K Buy
+35
New +$3K ﹤0.01% 1308