WA
LAD icon

Waverly Advisors’s Lithia Motors LAD Stock Holding History

Waverly Advisors’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 		$960K Sell
3,843
-32
-0.8% -$9.51K 0.01% 846
2025
Q4 		$1.29M Sell
3,875
-64
-2% -$20.3K 0.01% 694
2025
Q3 		$1.24M Sell
3,939
-18
-0.5% -$5.81K 0.01% 591
2025
Q2 		$1.34M Sell
3,957
-6
-0.2% -$1.86K 0.01% 561
2025
Q1 		$1.16M Buy
3,963
+36
+0.9% +$12.3K 0.01% 576
2024
Q4 		$1.4M Buy
3,927
+90
+2% +$31.7K 0.02% 454
2024
Q3 		$1.22M Buy
3,837
+416
+12% +$116K 0.02% 414
2024
Q2 		$864K Buy
3,421
+521
+18% +$136K 0.02% 459
2024
Q1 		$872K Buy
2,900
+12
+0.4% +$3.55K 0.02% 391
2023
Q4 		$951K Buy
+2,888
New +$792K 0.04% 229

Other funds holding LAD

BlackRock
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