Lithia Motors shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Lithia Motors (LAD) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Lithia Motors
Tip: Access up to 7 years of quarterly data
All positions including Lithia Motors held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lithia Motors by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $528k | 1.8k | 295.33 |
| 2023-06-30 | $568k | 1.9k | 304.11 |
| 2023-03-31 | $259k | 1.1k | 228.93 |
| 2021-12-31 | $230k | 776 | 296.39 |
| 2021-09-30 | $581k | 1.8k | 317.31 |
| 2021-06-30 | $585k | 1.7k | 343.92 |
| 2020-12-31 | $299k | 1.0k | 292.28 |
| 2018-09-30 | $2.0k | 27 | 74.07 |
| 2018-06-30 | $111k | 1.2k | 94.55 |
| 2018-03-31 | $136k | 1.4k | 100.67 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors