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Acrospire Investment Management’s Lithia Motors LAD Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-415
Closed -$39K – 771
2017
Q2 		$39K Buy
+415
New +$37.5K 0.04% 1088

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Acrospire Investment Management's LAD Position: Q3 2017 in Review

Acrospire Investment Management sold out of Lithia Motors (LAD) in Q3 2017, closing a stake of 415 shares — an estimated $39K sold.

Acrospire Investment Management first reported a position in LAD in Q2 2017 and held it in 1 quarter. The position peaked at $39K in Q2 2017. 223 funds tracked by Wall St. Rank hold LAD as of Q3 2017.

  • Acrospire Investment Management reported no remaining Lithia Motors position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 415 Lithia Motors shares in Q3 2017, an estimated $39K.
  • Acrospire Investment Management first reported a position in Lithia Motors in Q2 2017 and held it in 1 quarter.
  • Acrospire Investment Management's Lithia Motors position peaked at $39K in Q2 2017.
  • 223 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.