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Lithia Motors shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Lithia Motors

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lithia Motors by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 12k 254.49
2023-12-31 $2.6M 7.8k 329.28
2023-09-30 $1.2M 4.2k 295.19
2023-03-31 $477k 2.1k 228.89

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Top funds holding Lithia Motors

Vanguard Group
Abrams Capital Management
BlackRock
Harris Associates L.P
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
MFN Partners Management
Brave Warrior Advisors
State Street Corporation
Canada Pension Plan Investment Board
Royal London Asset Management
Lyrical Asset Management
Geode Capital Management
Morgan Stanley
River Road Asset Management

View all funds holding Lithia Motors