1SB
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1ST Source Bank’s Lithia Motors LAD Stock Holding History

1ST Source Bank’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-7,372
Closed -$797K – 238
2015
Q3 		$797K Buy
7,372
+5,322
+260% +$597K 0.09% 131
2015
Q2 		$232K Buy
+2,050
New +$218K 0.03% 230

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

1ST Source Bank's LAD Position: Q4 2015 in Review

1ST Source Bank sold out of Lithia Motors (LAD) in Q4 2015, closing a stake of 7,372 shares — an estimated $797K sold.

1ST Source Bank first reported a position in LAD in Q2 2015 and held it in 2 quarters. The position peaked at $797K in Q3 2015. 261 funds tracked by Wall St. Rank hold LAD as of Q4 2015.

  • 1ST Source Bank reported no remaining Lithia Motors position as of Q4 2015 after selling out during the quarter.
  • 1ST Source Bank sold 7,372 Lithia Motors shares in Q4 2015, an estimated $797K.
  • 1ST Source Bank first reported a position in Lithia Motors in Q2 2015 and held it in 2 quarters.
  • 1ST Source Bank's Lithia Motors position peaked at $797K in Q3 2015.
  • 261 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2015.

Based on 1ST Source Bank's 13F filing for Q4 2015, filed 29 Jan 2016.