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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
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

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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