ENVESTNET ASSET MANAGEMENT INC

Position in LAD — Lithia Motors Inc

CIK 1407543 Berwyn, PA

Position in LAD

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$7,861,934

-$1,346,265 QoQ

Shares Held

31,483

+13.6% QoQ

Ownership

0.138%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $104,545,786 across 14 Auto & Truck Dealerships names. LAD ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc	917,829	$38,163,329
2	CVNA	Carvana Co.	90,473	$28,442,901
3	GPI	Group 1 Automotive Inc	25,536	$8,442,967
4	LAD	Lithia Motors Inc This page	31,483	$7,861,934
5	VVV	Valvoline Inc	198,860	$6,697,604
6	CARG	CarGurus, Inc.	117,845	$4,012,622
7	ABG	Asbury Automotive Group Inc	14,633	$2,859,434
8	OPLN	OPENLANE, Inc.	88,839	$2,589,656

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,861,934	31,483	+13.6%	Shares	Sole	2026-05-04
2025-12-31	$9,208,199	27,708	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$8,795,544	27,834	+0.6%	Shares	Sole	2025-11-05
2025-06-30	$9,342,749	27,656	+2.9%	Shares	Sole	2025-08-01
2025-03-31	$7,885,658	26,864	-4.0%	Shares	Sole	2025-04-29
2024-12-31	$9,998,746	27,974	+3.8%	Shares	Sole	2025-02-13
2024-09-30	$8,563,892	26,961	-26.2%	Shares	Sole	2024-11-07
2024-06-30	$9,222,503	36,532	-25.3%	Shares	Sole	2024-08-08
2024-03-31	$14,713,257	48,904	-20.9%	Shares	Sole	2024-05-13
2023-12-31	$20,362,345	61,839	+1.7%	Shares	Sole	2024-02-13
2023-09-30	$17,965,219	60,831	+67.7%	Shares	Sole	2023-11-13
2023-06-30	$11,030,069	36,270	-73.9%	Shares	Sole	2023-08-04
2023-03-31	$31,838,897	139,077	+315.6%	Shares	Sole	2023-05-11
2022-12-31	$6,851,214	33,463	-4.0%	Shares	Sole	2023-02-07
2022-09-30	$7,479,856	34,863	-2.0%	Shares	Sole	2022-11-10
2022-06-30	$9,772,518	35,561	+2.9%	Shares	Sole	2022-08-03
2022-03-31	$10,374,848	34,569	+5.7%	Shares	Sole	2022-05-04
2021-12-31	$9,711,452	32,704	-1.3%	Shares	Sole	2022-02-04
2021-09-30	$10,501,315	33,123	+17.3%	Shares	Sole	2021-10-07
2021-06-30	$9,706,799	28,247	+3.1%	Shares	Sole	2021-08-04
2021-03-31	$10,683,004	27,386	-1.7%	Shares	Sole	2021-05-04
2020-12-31	$8,152,908	27,857	+10.9%	Shares	Sole	2021-02-02
2020-09-30	$5,723,117	25,108	-4.5%	Shares	Sole	2020-10-09
2020-06-30	$3,979,222	26,295	+0.0%	Shares	Sole	2020-07-08
2020-03-31	$2,150,422	26,292	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.