UMB Bank’s Lithia Motors LAD Stock Holding History

UMB Bank’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	$39K	Sell	156 -156	-50%	-$46.3K	﹤0.01%	1348
2025 Q4	$104K	Buy	312 +32	+11%	+$10.2K	﹤0.01%	938
2025 Q3	$88.5K	Buy	280 +18	+7%	+$5.81K	﹤0.01%	919
2025 Q2	$88.5K	Buy	262 +59	+29%	+$18.3K	﹤0.01%	886
2025 Q1	$59.6K	Buy	203 +79	+64%	+$26.9K	﹤0.01%	981
2024 Q4	$44.3K	Buy	124 +51	+70%	+$18K	﹤0.01%	962
2024 Q3	$23.2K	Buy	73 +57	+356%	+$15.9K	﹤0.01%	1159
2024 Q2	$4.04K	Buy	16 +8	+100%	+$2.09K	﹤0.01%	1506
2024 Q1	$2.41K	Buy	+8	New	+$2.37K	﹤0.01%	1489
2022 Q3	–	Sell	-7	Closed	-$2K	–	1885
2022 Q2	$2K	Sell	7 -4	-36%	-$1.17K	﹤0.01%	1750
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	1763
2021 Q4	$3K	Buy	+11	New	+$3.4K	﹤0.01%	1745

Other funds holding LAD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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