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LAD · Lithia Motors Inc · Held by Funds

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$291.83 +2.57 (+0.89%) At close · Sep 30
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$6.96B
Shares
21.98M
Volume · Sep 30 422.88K Avg daily vol (3M) 292.12K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding LAD

455 fund positions
Fund Balance Value % of Fund Open
Oakmark Select Fund 1,309,100 $380,280,459 4.57%
iShares Core S&P Mid-Cap ETF 780,645 $226,769,566 0.18%
VANGUARD TOTAL STOCK MARKET INDEX FUND 724,144 $210,356,591 0.01%
VANGUARD SMALL-CAP INDEX FUND 523,198 $151,983,787 0.08%
U.S. SMALL CAP VALUE PORTFOLIO 320,767 $123,630,017 0.64%
Fidelity Low-Priced Stock Fund 297,211 $114,551,064 0.46%
VANGUARD WINDSOR II FUND 259,400 $99,977,948 0.15%
VANGUARD SMALL-CAP VALUE INDEX FUND 331,317 $96,244,275 0.14%
Strategic Advisers Fidelity U.S. Total Stock Fund 310,600 $90,350,434 0.04%
Fidelity Value Fund 223,400 $86,102,828 0.82%
Avantis U.S. Small Cap Value ETF 269,000 $78,249,410 0.29%
U.S. Targeted Value Portfolio 198,438 $76,481,974 0.45%
VANGUARD EXTENDED MARKET INDEX FUND 261,545 $75,976,207 0.08%
Oakmark Equity and Income Fund 246,300 $71,547,687 1.23%
Dimensional U.S. Targeted Value ETF 174,475 $67,246,155 0.46%
VANGUARD SELECTED VALUE FUND 141,120 $54,390,470 0.78%
State Street SPDR S&P MidCap 400SM ETF Trust 175,460 $50,969,375 0.18%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 129,037 $49,733,441 0.04%
Fidelity Series Value Discovery Fund 126,500 $48,755,630 0.27%
Dimensional US Small Cap Value ETF 125,251 $48,274,240 0.59%
Madison Mid Cap Fund 108,651 $41,876,268 2.43%
Hennessy Cornerstone Mid Cap 30 Fund 106,800 $41,162,856 3.25%
Fidelity Extended Market Index Fund 124,911 $36,335,361 0.09%
U.S. SMALL CAP PORTFOLIO 91,117 $35,118,314 0.18%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 115,430 $33,531,261 0.18%
iShares S&P Mid-Cap 400 Value ETF 114,230 $33,182,673 0.38%
Fidelity Mid Cap Index Fund 85,057 $32,782,669 0.06%
Dimensional U.S. Small Cap ETF 75,124 $28,954,292 0.19%
ProShares S&P MidCap 400 Dividend Aristocrats ETF 94,180 $27,396,020 1.63%
iShares Russell Mid-Cap ETF 92,186 $26,779,111 0.05%
Franklin Small Cap Growth Fund 65,062 $25,076,196 1.01%
Strategic Advisers U.S. Total Stock Fund 85,890 $24,984,542 0.03%
Fidelity Balanced Fund 81,268 $23,640,049 0.04%
Fidelity Low-Priced Stock K6 Fund 55,415 $21,358,049 0.47%
First Eagle Small Cap Opportunity Fund 54,554 $21,026,203 0.72%
American Beacon Small Cap Value Fund 53,181 $20,497,021 0.55%
Invesco S&P MidCap 400 Revenue ETF 67,286 $19,572,825 1.58%
Dimensional U.S. Core Equity 2 ETF 49,963 $19,256,739 0.04%
Schwab U.S. Mid-Cap ETF 65,573 $19,074,530 0.13%
Small Cap Core Fund 48,953 $18,867,465 0.97%
Hotchkis and Wiley Small Cap Value Fund 58,900 $17,109,861 2.10%
U.S. CORE EQUITY 2 PORTFOLIO 44,086 $16,991,626 0.04%
LYRICAL U.S. VALUE EQUITY FUND 55,560 $16,161,848 1.28%
WisdomTree U.S. Value Fund 55,475 $16,114,933 0.55%
Fidelity Series Intrinsic Opportunities Fund 40,000 $15,416,800 0.55%
Fidelity Mid Cap Value Fund 38,931 $15,004,786 0.63%
Fidelity Advisor Value Strategies Fund 50,600 $14,719,034 0.67%
iShares Russell 1000 Value ETF 50,258 $14,599,446 0.02%
Schwab Fundamental U.S. Large Company ETF 48,149 $14,006,063 0.05%
U.S. CORE EQUITY 1 PORTFOLIO 34,888 $13,446,533 0.03%
Showing 1–50 of 455 positions
Key facts CIK 1023128 CUSIP 536797103 13F (30d) 12 filings 10 filers Visit website Investor relations