Rise Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lithia Motors by Rise Advisors

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

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise 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
Jennifer Ranahan
Norges Bank Investment Management
SRS Investment Management
Cadian Capital Management
Jpmorgan Chase & Co
Eventide Asset Management
Bank of New York Mellon

View all funds holding Lithia Motors