Back to LAD
Sendero Wealth Management, LLC → LAD
Sendero Wealth Management, LLC LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$12K
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $31K |
| Q4 2025 | $4.8M |
| Q1 2026 | $3.5M |
| Q1 2026 | $28K |
| Q2 2026 | $13K |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.7M |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 40 | — | — |
| Q3 2026 | $3.7M | 12.6K | — | — |
| Q2 2026 | $4.1M | 14.0K | — | — |
| Q2 2026 | $13K | 45 | — | — |
| Q1 2026 | $28K | 112 | — | — |
| Q1 2026 | $3.5M | 14.1K | — | — |
| Q4 2025 | $4.8M | 14.3K | — | — |
| Q4 2025 | $31K | 93 | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M