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OPPENHEIMER ASSET MANAGEMENT INC. → LAD
OPPENHEIMER ASSET MANAGEMENT INC. LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
15
Latest value
$587K
Q3 2026
Peak value
$905K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15K |
| Q3 2025 | $905K |
| Q3 2025 | $47K |
| Q4 2025 | $796K |
| Q4 2025 | $48K |
| Q4 2025 | $15K |
| Q1 2026 | $11K |
| Q1 2026 | $36K |
| Q1 2026 | $520K |
| Q2 2026 | $42K |
| Q2 2026 | $562K |
| Q2 2026 | $13K |
| Q3 2026 | $13K |
| Q3 2026 | $41K |
| Q3 2026 | $587K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $587K | 2.0K | — | — |
| Q3 2026 | $41K | 141 | — | — |
| Q3 2026 | $13K | 46 | — | — |
| Q2 2026 | $13K | 46 | — | — |
| Q2 2026 | $562K | 1.9K | — | — |
| Q2 2026 | $42K | 145 | — | — |
| Q1 2026 | $520K | 2.1K | — | — |
| Q1 2026 | $36K | 145 | — | — |
| Q1 2026 | $11K | 46 | — | — |
| Q4 2025 | $15K | 46 | — | — |
| Q4 2025 | $48K | 145 | — | — |
| Q4 2025 | $796K | 2.4K | — | — |
| Q3 2025 | $47K | 148 | — | — |
| Q3 2025 | $905K | 2.9K | — | — |
| Q3 2025 | $15K | 46 | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M