Aberdeen Group
LAD icon

Aberdeen Group’s Lithia Motors LAD Stock Holding History

Aberdeen Group’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
2019
Q2 		– Sell
-234,485
Closed -$21.8M – 932
2019
Q1 		$21.8M Sell
234,485
-183,932
-44% -$16M 0.05% 338
2018
Q4 		$30.7M Sell
418,417
-51,787
-11% -$4.1M 0.07% 247
2018
Q3 		$38.4M Buy
470,204
+38,106
+9% +$3.36M 0.07% 267
2018
Q2 		$40.9M Buy
432,098
+35,260
+9% +$3.49M 0.08% 239
2018
Q1 		$39.9M Sell
396,838
-22,935
-5% -$2.59M 0.08% 242
2017
Q4 		$47.7M Buy
419,773
+68,016
+19% +$7.91M 0.09% 207
2017
Q3 		$42.3M Buy
+351,757
New +$36.8M 0.08% 230

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aberdeen Group's LAD Position: Q2 2019 in Review

Aberdeen Group sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 234,485 shares — an estimated $21.8M sold.

Aberdeen Group first reported a position in LAD in Q3 2017 and held it in 7 quarters. The position peaked at $47.7M in Q4 2017. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

  • Aberdeen Group reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
  • Aberdeen Group sold 234,485 Lithia Motors shares in Q2 2019, an estimated $21.8M.
  • Aberdeen Group first reported a position in Lithia Motors in Q3 2017 and held it in 7 quarters.
  • Aberdeen Group's Lithia Motors position peaked at $47.7M in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

Based on Aberdeen Group's 13F filing for Q2 2019, filed 13 Aug 2019.