6 Meridian’s Lithia Motors LAD Stock Holding History

6 Meridian’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
2020 Q1	–	Sell	-6,374	Closed	-$937K	–	517
2019 Q4	$937K	Buy	6,374 +327	+5%	+$49.1K	0.08%	134
2019 Q3	$801K	Sell	6,047 -4,434	-42%	-$566K	0.08%	145
2019 Q2	$1.25M	Buy	10,481 +106	+1%	+$11.7K	0.13%	105
2019 Q1	$962K	Buy	+10,375	New	+$903K	0.1%	113

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

6 Meridian's LAD Position: Q1 2020 in Review

6 Meridian sold out of Lithia Motors (LAD) in Q1 2020, closing a stake of 6,374 shares — an estimated $937K sold.

6 Meridian first reported a position in LAD in Q1 2019 and held it in 4 quarters. The position peaked at $1.25M in Q2 2019. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2020.

6 Meridian reported no remaining Lithia Motors position as of Q1 2020 after selling out during the quarter.
6 Meridian sold 6,374 Lithia Motors shares in Q1 2020, an estimated $937K.
6 Meridian first reported a position in Lithia Motors in Q1 2019 and held it in 4 quarters.
6 Meridian's Lithia Motors position peaked at $1.25M in Q2 2019.
254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2020.

Based on 6 Meridian's 13F filing for Q1 2020, filed 14 Apr 2020.