Zurich Cantonal Bank’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 | $2.04M | Buy |
8,157
+622
| +8% | +$185K | ﹤0.01% | 1039 |
|
|
2025
Q4 | $2.5M | Buy |
7,535
+201
| +3% | +$63.8K | 0.01% | 861 |
|
|
2025
Q3 | $2.32M | Buy |
7,334
+545
| +8% | +$176K | 0.01% | 852 |
|
|
2025
Q2 | $2.29M | Hold |
6,789
| – | – | 0.01% | 811 |
|
|
2025
Q1 | $1.99M | Hold |
6,789
| – | – | 0.01% | 826 |
|
|
2024
Q4 | $2.43M | Buy |
6,789
+985
| +17% | +$347K | 0.01% | 775 |
|
|
2024
Q3 | $1.84M | Buy |
5,804
+114
| +2% | +$31.8K | 0.01% | 822 |
|
|
2024
Q2 | $1.44M | Buy |
5,690
+1,008
| +22% | +$264K | ﹤0.01% | 888 |
|
|
2024
Q1 | $1.41M | Sell |
4,682
-300
| -6% | -$88.7K | ﹤0.01% | 888 |
|
|
2023
Q4 | $1.64M | Sell |
4,982
-499
| -9% | -$137K | 0.01% | 815 |
|
|
2023
Q3 | $1.62M | Buy |
5,481
+729
| +15% | +$222K | 0.01% | 769 |
|
|
2023
Q2 | $1.45M | Buy |
4,752
+353
| +8% | +$84.5K | 0.01% | 802 |
|
|
2023
Q1 | $1.01M | Buy |
4,399
+210
| +5% | +$51.1K | ﹤0.01% | 893 |
|
|
2022
Q4 | $858K | Buy |
4,189
+508
| +14% | +$109K | ﹤0.01% | 943 |
|
|
2022
Q3 | $790K | Hold |
3,681
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $1.01M | Sell |
3,681
-314
| -8% | -$91.5K | 0.01% | 862 |
|
|
2022
Q1 | $1.2M | Sell |
3,995
-354
| -8% | -$111K | 0.01% | 865 |
|
|
2021
Q4 | $1.29M | Buy |
4,349
+1,193
| +38% | +$369K | 0.01% | 892 |
|
|
2021
Q3 | $1M | Buy |
3,156
+436
| +16% | +$152K | 0.01% | 928 |
|
|
2021
Q2 | $935K | Buy |
2,720
+139
| +5% | +$50.3K | 0.01% | 916 |
|
|
2021
Q1 | $1.01M | Sell |
2,581
-510
| -16% | -$183K | 0.01% | 881 |
|
|
2020
Q4 | $905K | Buy |
3,091
+469
| +18% | +$128K | 0.01% | 991 |
|
|
2020
Q3 | $598K | Hold |
2,622
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q2 | $397K | Buy |
2,622
+760
| +41% | +$87K | ﹤0.01% | 1125 |
|
|
2020
Q1 | $152K | Buy |
1,862
+341
| +22% | +$41.1K | ﹤0.01% | 1355 |
|
|
2019
Q4 | $224K | Buy |
1,521
+129
| +9% | +$19.4K | ﹤0.01% | 1276 |
|
|
2019
Q3 | $184K | Hold |
1,392
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q2 | $165K | Hold |
1,392
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q1 | $129K | Sell |
1,392
-430
| -24% | -$37.4K | ﹤0.01% | 1428 |
|
|
2018
Q4 | $139K | Buy |
1,822
+230
| +14% | +$18.2K | ﹤0.01% | 1405 |
|
|
2018
Q3 | $130K | Hold |
1,592
| – | – | ﹤0.01% | 1565 |
|
|
2018
Q2 | $151K | Hold |
1,592
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q1 | $160K | Hold |
1,592
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q4 | $181K | Buy |
1,592
+394
| +33% | +$45.8K | ﹤0.01% | 1244 |
|
|
2017
Q3 | $144K | Hold |
1,198
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q2 | $113K | Buy |
1,198
+105
| +10% | +$9.49K | ﹤0.01% | 1301 |
|
|
2017
Q1 | $94K | Buy |
1,093
+471
| +76% | +$45.7K | ﹤0.01% | 1399 |
|
|
2016
Q4 | $60K | Hold |
622
| – | – | ﹤0.01% | 1593 |
|
|
2016
Q3 | $59K | Buy |
622
+97
| +18% | +$8.15K | ﹤0.01% | 1548 |
|
|
2016
Q2 | $37K | Hold |
525
| – | – | ﹤0.01% | 1656 |
|
|
2016
Q1 | $46K | Hold |
525
| – | – | ﹤0.01% | 1472 |
|
|
2015
Q4 | $56K | Buy |
525
+200
| +62% | +$23K | ﹤0.01% | 1392 |
|
|
2015
Q3 | $35K | Buy |
325
+245
| +306% | +$27.5K | ﹤0.01% | 1288 |
|
|
2015
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 1448 |
|
|
2015
Q1 | $8K | Buy |
+80
| New | +$7.19K | ﹤0.01% | 1512 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
