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Lithia Motors shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Lithia Motors

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

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Quarterly reported holdings in Lithia Motors by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $61k 191 318.36
2024-06-30 $48k 191 252.56
2024-03-31 $57k 191 300.38
2023-12-31 $35k 106 330.42
2023-09-30 $31k 106 295.83

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Vanguard Value Etf 0 (VTV)
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Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
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View all positions for Rise Advisors

Top funds holding Lithia Motors

Vanguard Group
Abrams Capital Management
BlackRock
BlackRock
Harris Associates L.P
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
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