Question 1

How many shares of LAD does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 2,929 shares of LAD (LITHIA MTRS INC).

Question 2

What is ASSETMARK, INC's LAD position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's LAD position is worth $850,863.

Question 3

Is ASSETMARK, INC buying or selling LAD?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their LAD position (+26.9% change in shares).

Question 4

When did ASSETMARK, INC first buy LAD?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in LAD in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2,929	+26.9%	$850,863	0.0%	$289.95	31
2026-Q1	Decreased	2,308	-4.0%	$576,358	0.0%	$248.77	0
2025-Q4	Increased	2,405	+31.7%	$799,256	0.0%	$330.38	31
2025-Q3	Increased	1,826	+4.2%	$577,016	0.0%	$313.55	25
2025-Q2	Increased	1,753	+2.5%	$592,198	0.0%	$334.57	25
2025-Q1	Increased	1,711	+30.6%	$502,247	0.0%	$290.19	31
2024-Q4	Decreased	1,310	-0.5%	$468,233	0.0%	$352.75	0
2024-Q3	Decreased	1,316	-82.1%	$418,014	0.0%	$313.03	0