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Lithia Motors shares owned by Values First Advisors

Quarter-by-quarter ownership of Lithia Motors (LAD) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Lithia Motors

Tip: Access up to 7 years of quarterly data

All positions including Lithia Motors held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lithia Motors by Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $776k 2.6k 300.90
2023-12-31 $824k 2.5k 329.25
2023-09-30 $851k 2.9k 295.32
2023-06-30 $481k 1.6k 304.15
2023-03-31 $2.0k 9 224.44

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Ensign (ENSG)
Monolithic Power Systems (MPWR)
Vaalco Energy Com New (EGY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Cintas Corporation (CTAS)
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Synovus Finl Corp Com New (SNV)
National Retail Properties (NNN)

View all positions for Values First Advisors

Top funds holding Lithia Motors

Vanguard Group
Abrams Capital Management
Harris Associates L.P
Barrow, Hanley, Mewhinney & Strauss
Brave Warrior Advisors
Dimensional Fund Advisors
Royal London Asset Management
Alliancebernstein
Norges Bank Investment Management
SRS Investment Management
Cadian Capital Management
Jpmorgan Chase & Co
Susquehanna International
Eventide Asset Management
Bank of New York Mellon

View all funds holding Lithia Motors