S&T BANK/PA LAD LITHIA MTRS INC

Ownership history in S&T BANK/PA  ·  15 quarters on record

AI Ownership Summary

S&T BANK/PA reported LITHIA MTRS INC (LAD) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.9% in 2023 Q4. The latest visible filing shows LAD at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&T BANK/PA's position in LITHIA MTRS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LAD was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.9% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How S&T BANK/PA held LAD — position size vs. price
% of Fund (quarterly)    LAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5,423 -5,641 -51.0% 0.51% $1.4M 2026-05-13 $273.22
2025 Q4 REDUCED 14.4% -24.7% 11,064 -1,868 -14.4% 1.16% $3.7M 2026-02-13 $300.11
2025 Q3 REDUCED 16.8% +7.4% 12,932 -2,602 -16.8% 1.15% $4.1M 2025-11-14 $292.80
2025 Q2 REDUCED 15,534 -662 -4.1% 1.60% $5.2M 2025-08-06 $294.61
2025 Q1 REDUCED 16,196 -263 -1.6% 1.55% $4.8M 2025-05-15 $317.93
2024 Q4 REDUCED 11.1% -17.7% 16,459 -2,057 -11.1% 1.88% $5.9M 2025-02-14 $375.35
2024 Q3 REDUCED 18,516 -535 -2.8% 1.54% $5.9M 2024-11-13 $371.88
2024 Q2 REDUCED 31.6% +26.1% 19,051 -8,814 -31.6% 1.23% $4.8M 2024-08-14 $277.03
2024 Q1 REDUCED 10.9% -16.0% 27,865 -3,407 -10.9% 1.61% $8.4M 2024-05-15 $266.55
2023 Q4 REDUCED 31,272 -1,158 -3.6% 1.90% $10.3M 2024-02-14 $298.02
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&T BANK/PA and LAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&T BANK/PA reported owning LAD?

S&T BANK/PA reported LAD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LAD position in S&T BANK/PA's portfolio?

The largest reported portfolio weight for LAD was 1.90% in 2023 Q4.

What is the latest reported LAD position on this page?

The most recent filing on this page is 2026 Q1, when S&T BANK/PA reported 5,423 shares, equal to 0.51% of portfolio, with an estimated market value of $1.4M.

What does the chart on this LAD ownership page compare?

The chart compares S&T BANK/PA's quarterly LAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did S&T BANK/PA time their LAD position?

Based on 13F filing dates vs. subsequent LAD price moves, S&T BANK/PA correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on LAD relative to SPY over the holding period was -13.0%.

← Back to S&T BANK/PA Holdings