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Sendero Wealth Management’s Lithia Motors LAD Stock Holding History

Sendero Wealth Management’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 		$3.55M Sell
14,221
-215
-1% -$63.9K 0.39% 47
2025
Q4 		$4.8M Sell
14,436
-558
-4% -$177K 0.53% 39
2025
Q3 		$4.74M Sell
14,994
-146
-1% -$47.1K 0.56% 37
2025
Q2 		$5.11M Sell
15,140
-322
-2% -$99.6K 0.64% 37
2025
Q1 		$4.54M Buy
15,462
+1,824
+13% +$621K 0.63% 35
2024
Q4 		$4.87M Buy
13,638
+604
+5% +$213K 0.73% 32
2024
Q3 		$4.14M Buy
13,034
+2,233
+21% +$622K 0.65% 32
2024
Q2 		$2.73M Sell
10,801
-1,148
-10% -$301K 0.46% 44
2024
Q1 		$3.59M Buy
11,949
+1,617
+16% +$478K 0.62% 32
2023
Q4 		$3.4M Buy
+10,332
New +$2.83M 0.64% 33

Other funds holding LAD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
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