SJS Investment Consulting’s Lithia Motors LAD Stock Holding History

SJS Investment Consulting’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 Q2	$1.16K	Buy	4 +1	+33%	+$284	﹤0.01%	1975
2026 Q1	$750	Hold	3	–	–	﹤0.01%	1590
2025 Q4	$997	Hold	3	–	–	﹤0.01%	1299
2025 Q3	$948	Hold	3	–	–	﹤0.01%	1034
2025 Q2	$1.01K	Sell	3 -2	-40%	-$619	﹤0.01%	841
2025 Q1	$1.47K	Sell	5 -1	-17%	-$341	﹤0.01%	857
2024 Q4	$2.15K	Sell	6 -1	-14%	-$352	﹤0.01%	674
2024 Q3	$2.22K	Sell	7 -1	-13%	-$279	﹤0.01%	742
2024 Q2	$2.02K	Hold	8	–	–	﹤0.01%	720
2024 Q1	$2.41K	Hold	8	–	–	﹤0.01%	670
2023 Q4	$2.63K	Sell	8 -1	-11%	-$274	﹤0.01%	554
2023 Q3	$2.66K	Buy	9 +2	+29%	+$610	﹤0.01%	519
2023 Q2	$2.13K	Sell	7 -1	-13%	-$239	﹤0.01%	586
2023 Q1	$1.83K	Hold	8	–	–	﹤0.01%	630
2022 Q4	$1.64K	Buy	8 +4	+100%	+$855	﹤0.01%	716
2022 Q3	$1K	Buy	+4	New	+$1.04K	﹤0.01%	788
2022 Q1	$0	Buy	+1	New	+$312	﹤0.01%	1052

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

SJS Investment Consulting's LAD Position: Q2 2026 in Review

SJS Investment Consulting increased its Lithia Motors (LAD) stake by 33% in Q2 2026, buying an estimated $284 and bringing the position to 4 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

SJS Investment Consulting first reported a position in LAD in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.66K in Q3 2023. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

SJS Investment Consulting held 4 shares of Lithia Motors worth $1.16K as of Q2 2026.
SJS Investment Consulting bought 1 Lithia Motors share in Q2 2026, an estimated $284.
Lithia Motors made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1975 holding.
SJS Investment Consulting first reported a position in Lithia Motors in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's Lithia Motors position peaked at $2.66K in Q3 2023.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.