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Versor Investments’s Lithia Motors LAD Stock Holding History

Versor Investments’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
2025
Q3 		– Sell
-1,399
Closed -$473K – 803
2025
Q2 		$473K Sell
1,399
-1,681
-55% -$520K 0.08% 392
2025
Q1 		$904K Buy
+3,080
New +$1.05M 0.15% 238
2024
Q4 		– Sell
-856
Closed -$272K – 878
2024
Q3 		$272K Buy
856
+56
+7% +$15.6K 0.04% 617
2024
Q2 		$202K Buy
+800
New +$209K 0.04% 661
2024
Q1 		– Sell
-704
Closed -$232K – 801
2023
Q4 		$232K Buy
+704
New +$193K 0.05% 611
2022
Q3 		– Sell
-6,175
Closed -$1.7M – 876
2022
Q2 		$1.7M Buy
6,175
+4,867
+372% +$1.42M 0.07% 115
2022
Q1 		$393K Sell
1,308
-192
-13% -$59.9K 0.01% 398
2021
Q4 		$445K Buy
+1,500
New +$463K 0.01% 302
2020
Q1 		– Sell
-12,700
Closed -$1.87M – 301
2019
Q4 		$1.87M Buy
12,700
+5,700
+81% +$857K 0.09% 73
2019
Q3 		$927K Buy
7,000
+1,600
+30% +$204K 0.06% 160
2019
Q2 		$641K Buy
+5,400
New +$597K 0.04% 197

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Versor Investments's LAD Position: Q3 2025 in Review

Versor Investments sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 1,399 shares — an estimated $473K sold.

Versor Investments first reported a position in LAD in Q2 2019 and held it in 11 quarters. The position peaked at $1.87M in Q4 2019. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Versor Investments reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 1,399 Lithia Motors shares in Q3 2025, an estimated $473K.
  • Versor Investments first reported a position in Lithia Motors in Q2 2019 and held it in 11 quarters.
  • Versor Investments's Lithia Motors position peaked at $1.87M in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.