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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26M	Buy	105,937 +8,797	+9%	+$2.61M	0.02%	482
2025 Q4	$32.6M	Buy	97,140 +17,685	+22%	+$5.62M	0.02%	404
2025 Q3	$25.5M	Sell	79,455 -1,662	-2%	-$536K	0.02%	471
2025 Q2	$27.4M	Sell	81,117 -12,142	-13%	-$3.76M	0.02%	447
2025 Q1	$27M	Buy	93,259 +2,298	+3%	+$783K	0.03%	435
2024 Q4	$32.5M	Sell	90,961 -5,442	-6%	-$1.92M	0.03%	398
2024 Q3	$30.9M	Buy	+96,403	New	+$26.9M	0.03%	404
2022 Q4	–	Sell	-1,309	Closed	-$281K	–	1306
2022 Q3	$281K	Sell	1,309 -28,541	-96%	-$7.46M	﹤0.01%	1212
2022 Q2	$8.56M	Sell	29,850 -6,163	-17%	-$1.8M	0.01%	682
2022 Q1	$11.5M	Sell	36,013 -2,622	-7%	-$819K	0.02%	637
2021 Q4	$11.5M	Buy	38,635 +15,072	+64%	+$4.66M	0.02%	587
2021 Q3	$7.47M	Buy	23,563 +19,628	+499%	+$6.83M	0.01%	697
2021 Q2	$1.35M	Buy	3,935 +322	+9%	+$116K	﹤0.01%	1086
2021 Q1	$1.41M	Sell	3,613 -34,037	-90%	-$12.2M	﹤0.01%	1078
2020 Q4	$11M	Sell	37,650 -6,402	-15%	-$1.75M	0.02%	607
2020 Q3	$12M	Buy	+44,052	New	+$9.91M	0.02%	545
2018 Q4	–	Sell	-49	Closed	-$4K	–	1256
2018 Q3	$4K	Buy	+49	New	+$4.32K	﹤0.01%	1266
2015 Q1	–	Sell	-35	Closed	-$3K	–	1274
2014 Q4	$3K	Buy	+35	New	+$2.71K	﹤0.01%	1308