SEI Investments’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 | $35.7M | Buy |
142,812
+46,391
| +48% | +$13.8M | 0.03% | 542 |
|
|
2025
Q4 | $32M | Buy |
96,421
+25,012
| +35% | +$7.94M | 0.03% | 545 |
|
|
2025
Q3 | $22.6M | Buy |
71,409
+6,828
| +11% | +$2.2M | 0.02% | 671 |
|
|
2025
Q2 | $21.8M | Buy |
64,581
+9,297
| +17% | +$2.88M | 0.03% | 657 |
|
|
2025
Q1 | $16.2M | Sell |
55,284
-1,602
| -3% | -$546K | 0.02% | 765 |
|
|
2024
Q4 | $20.3M | Sell |
56,886
-9,869
| -15% | -$3.48M | 0.03% | 666 |
|
|
2024
Q3 | $21.2M | Buy |
66,755
+16,434
| +33% | +$4.58M | 0.03% | 632 |
|
|
2024
Q2 | $12.7M | Buy |
50,321
+12,460
| +33% | +$3.26M | 0.02% | 819 |
|
|
2024
Q1 | $11.4M | Sell |
37,861
-9,692
| -20% | -$2.86M | 0.02% | 856 |
|
|
2023
Q4 | $15.7M | Sell |
47,553
-569
| -1% | -$156K | 0.03% | 675 |
|
|
2023
Q3 | $14.2M | Sell |
48,122
-44,116
| -48% | -$13.4M | 0.03% | 669 |
|
|
2023
Q2 | $28.1M | Buy |
92,238
+2,612
| +3% | +$626K | 0.05% | 421 |
|
|
2023
Q1 | $20.5M | Sell |
89,626
-7,441
| -8% | -$1.81M | 0.04% | 525 |
|
|
2022
Q4 | $19.9M | Sell |
97,067
-6,898
| -7% | -$1.47M | 0.04% | 452 |
|
|
2022
Q3 | $22.3M | Sell |
103,965
-184
| -0.2% | -$48.1K | 0.05% | 420 |
|
|
2022
Q2 | $28.7M | Buy |
104,149
+26,444
| +34% | +$7.71M | 0.06% | 345 |
|
|
2022
Q1 | $23.3M | Buy |
77,705
+319
| +0.4% | +$99.6K | 0.05% | 423 |
|
|
2021
Q4 | $23M | Buy |
77,386
+12,184
| +19% | +$3.76M | 0.04% | 432 |
|
|
2021
Q3 | $20.7M | Sell |
65,202
-4,073
| -6% | -$1.42M | 0.04% | 438 |
|
|
2021
Q2 | $23.8M | Sell |
69,275
-574
| -0.8% | -$208K | 0.05% | 359 |
|
|
2021
Q1 | $26.6M | Sell |
69,849
-14,511
| -17% | -$5.21M | 0.07% | 299 |
|
|
2020
Q4 | $24.7M | Buy |
84,360
+15,620
| +23% | +$4.27M | 0.06% | 303 |
|
|
2020
Q3 | $15.7M | Sell |
68,740
-11,150
| -14% | -$2.51M | 0.05% | 383 |
|
|
2020
Q2 | $12.1M | Buy |
79,890
+3,976
| +5% | +$455K | 0.04% | 466 |
|
|
2020
Q1 | $6.21M | Buy |
75,914
+161
| +0.2% | +$19.4K | 0.02% | 654 |
|
|
2019
Q4 | $11.1M | Sell |
75,753
-45,355
| -37% | -$6.82M | 0.03% | 539 |
|
|
2019
Q3 | $16M | Buy |
121,108
+46,128
| +62% | +$5.89M | 0.04% | 399 |
|
|
2019
Q2 | $8.91M | Buy |
74,980
+10,904
| +17% | +$1.21M | 0.03% | 628 |
|
|
2019
Q1 | $5.94M | Buy |
64,076
+5,654
| +10% | +$492K | 0.02% | 821 |
|
|
2018
Q4 | $4.75M | Buy |
58,422
+3,339
| +6% | +$264K | 0.02% | 924 |
|
|
2018
Q3 | $4.5M | Buy |
55,083
+7,867
| +17% | +$694K | 0.02% | 920 |
|
|
2018
Q2 | $4.46M | Buy |
47,216
+1,653
| +4% | +$164K | 0.02% | 973 |
|
|
2018
Q1 | $4.58M | Buy |
45,563
+166
| +0.4% | +$18.8K | 0.02% | 850 |
|
|
2017
Q4 | $5.16M | Sell |
45,397
-1,060
| -2% | -$123K | 0.02% | 896 |
|
|
2017
Q3 | $5.59M | Buy |
46,457
+4,756
| +11% | +$498K | 0.02% | 841 |
|
|
2017
Q2 | $3.93M | Buy |
41,701
+3,726
| +10% | +$337K | 0.02% | 933 |
|
|
2017
Q1 | $3.25M | Sell |
37,975
-3,954
| -9% | -$383K | 0.01% | 982 |
|
|
2016
Q4 | $4.06M | Buy |
41,929
+8,294
| +25% | +$760K | 0.02% | 861 |
|
|
2016
Q3 | $3.21M | Buy |
33,635
+5,806
| +21% | +$488K | 0.02% | 887 |
|
|
2016
Q2 | $1.98M | Buy |
27,829
+1,452
| +6% | +$116K | 0.01% | 1003 |
|
|
2016
Q1 | $2.3M | Buy |
26,377
+375
| +1% | +$32.2K | 0.01% | 919 |
|
|
2015
Q4 | $2.77M | Buy |
26,002
+3,010
| +13% | +$346K | 0.02% | 872 |
|
|
2015
Q3 | $2.49M | Buy |
22,992
+4,473
| +24% | +$502K | 0.02% | 705 |
|
|
2015
Q2 | $2.1M | Buy |
18,519
+150
| +0.8% | +$16K | 0.02% | 744 |
|
|
2015
Q1 | $1.83M | Sell |
18,369
-32,333
| -64% | -$2.91M | 0.02% | 766 |
|
|
2014
Q4 | $4.4M | Buy |
+50,702
| New | +$3.93M | 0.04% | 471 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
