UBS 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 | $98.1M | Buy |
392,768
+257,617
| +191% | +$76.5M | 0.02% | 1068 |
|
|
2025
Q4 | $44.9M | Sell |
135,151
-23,504
| -15% | -$7.46M | 0.01% | 1725 |
|
|
2025
Q3 | $50.1M | Sell |
158,655
-141,641
| -47% | -$45.7M | 0.01% | 1623 |
|
|
2025
Q2 | $101M | Buy |
300,296
+113,623
| +61% | +$35.1M | 0.02% | 946 |
|
|
2025
Q1 | $54.8M | Sell |
186,673
-47,651
| -20% | -$16.2M | 0.01% | 1399 |
|
|
2024
Q4 | $83.8M | Buy |
234,324
+165,589
| +241% | +$58.3M | 0.02% | 1032 |
|
|
2024
Q3 | $21.8M | Buy |
68,735
+11,577
| +20% | +$3.23M | 0.01% | 1751 |
|
|
2024
Q2 | $14.4M | Sell |
57,158
-3,391
| -6% | -$888K | ﹤0.01% | 1941 |
|
|
2024
Q1 | $18.2M | Buy |
60,549
+32,312
| +114% | +$9.55M | 0.01% | 1775 |
|
|
2023
Q4 | $9.3M | Sell |
28,237
-3,625
| -11% | -$995K | ﹤0.01% | 2158 |
|
|
2023
Q3 | $9.41M | Buy |
31,862
+1,267
| +4% | +$386K | ﹤0.01% | 2032 |
|
|
2023
Q2 | $9.3M | Buy |
30,595
+2,601
| +9% | +$623K | ﹤0.01% | 2010 |
|
|
2023
Q1 | $6.41M | Buy |
27,994
+600
| +2% | +$146K | ﹤0.01% | 2285 |
|
|
2022
Q4 | $5.61M | Sell |
27,394
-30,941
| -53% | -$6.61M | ﹤0.01% | 2389 |
|
|
2022
Q3 | $12.5M | Buy |
58,335
+16,477
| +39% | +$4.31M | 0.01% | 1614 |
|
|
2022
Q2 | $11.5M | Sell |
41,858
-22,652
| -35% | -$6.6M | 0.01% | 1709 |
|
|
2022
Q1 | $19.4M | Sell |
64,510
-7,256
| -10% | -$2.27M | 0.01% | 1442 |
|
|
2021
Q4 | $21.3M | Buy |
71,766
+43,805
| +157% | +$13.5M | 0.01% | 1532 |
|
|
2021
Q3 | $8.87M | Sell |
27,961
-24,013
| -46% | -$8.36M | ﹤0.01% | 2124 |
|
|
2021
Q2 | $17.9M | Buy |
51,974
+11,253
| +28% | +$4.07M | 0.01% | 1581 |
|
|
2021
Q1 | $15.9M | Sell |
40,721
-3,554
| -8% | -$1.28M | 0.01% | 1594 |
|
|
2020
Q4 | $13M | Sell |
44,275
-1,457
| -3% | -$399K | 0.01% | 1654 |
|
|
2020
Q3 | $10.4M | Sell |
45,732
-7,550
| -14% | -$1.7M | 0.01% | 1611 |
|
|
2020
Q2 | $8.06M | Sell |
53,282
-20,094
| -27% | -$2.3M | ﹤0.01% | 1684 |
|
|
2020
Q1 | $6M | Sell |
73,376
-14,469
| -16% | -$1.75M | ﹤0.01% | 1779 |
|
|
2019
Q4 | $12.9M | Buy |
87,845
+14,584
| +20% | +$2.19M | 0.01% | 1717 |
|
|
2019
Q3 | $9.7M | Buy |
73,261
+14,485
| +25% | +$1.85M | ﹤0.01% | 1788 |
|
|
2019
Q2 | $6.98M | Buy |
58,776
+10,554
| +22% | +$1.17M | ﹤0.01% | 2054 |
|
|
2019
Q1 | $4.47M | Buy |
48,222
+1,885
| +4% | +$164K | ﹤0.01% | 2294 |
|
|
2018
Q4 | $3.54M | Sell |
46,337
-192
| -0.4% | -$15.2K | ﹤0.01% | 2488 |
|
|
2018
Q3 | $3.8M | Sell |
46,529
-152
| -0.3% | -$13.4K | ﹤0.01% | 2607 |
|
|
2018
Q2 | $4.41M | Buy |
46,681
+1,965
| +4% | +$195K | ﹤0.01% | 2452 |
|
|
2018
Q1 | $4.5M | Buy |
44,716
+858
| +2% | +$97.1K | ﹤0.01% | 2410 |
|
|
2017
Q4 | $4.98M | Sell |
43,858
-443
| -1% | -$51.5K | ﹤0.01% | 2360 |
|
|
2017
Q3 | $5.33M | Buy |
44,301
+1,293
| +3% | +$135K | ﹤0.01% | 2139 |
|
|
2017
Q2 | $4.05M | Buy |
43,008
+244
| +0.6% | +$22K | ﹤0.01% | 2344 |
|
|
2017
Q1 | $3.66M | Sell |
42,764
-43,423
| -50% | -$4.21M | ﹤0.01% | 2363 |
|
|
2016
Q4 | $8.35M | Buy |
86,187
+9,937
| +13% | +$911K | 0.01% | 1665 |
|
|
2016
Q3 | $7.28M | Sell |
76,250
-9,775
| -11% | -$822K | 0.01% | 1682 |
|
|
2016
Q2 | $6.11M | Buy |
86,025
+4,074
| +5% | +$327K | ﹤0.01% | 1768 |
|
|
2016
Q1 | $7.16M | Sell |
81,951
-37,165
| -31% | -$3.19M | 0.01% | 1561 |
|
|
2015
Q4 | $12.7M | Buy |
119,116
+14,465
| +14% | +$1.66M | 0.01% | 1240 |
|
|
2015
Q3 | $11.3M | Buy |
104,651
+7,925
| +8% | +$890K | 0.01% | 1281 |
|
|
2015
Q2 | $10.9M | Buy |
96,726
+24,463
| +34% | +$2.6M | 0.01% | 1406 |
|
|
2015
Q1 | $7.18M | Buy |
72,263
+2,041
| +3% | +$183K | 0.01% | 1741 |
|
|
2014
Q4 | $6.09M | Buy |
+70,222
| New | +$5.44M | 0.01% | 1921 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
