Advantage Investment Management’s Lithia Motors LAD Stock Holding History

Advantage 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
2019 Q3	$5K	Sell	35 -7	-17%	-$894	﹤0.01%	767
2019 Q2	$5K	Hold	42	–	–	﹤0.01%	770
2019 Q1	$4K	Sell	42 -65	-61%	-$5.65K	﹤0.01%	798
2018 Q4	$8K	Buy	107 +30	+39%	+$2.37K	0.01%	699
2018 Q3	$6K	Hold	77	–	–	﹤0.01%	821
2018 Q2	$7K	Hold	77	–	–	0.01%	709
2018 Q1	$8K	Buy	77 +47	+157%	+$5.32K	﹤0.01%	715
2017 Q4	$3K	Sell	30 -25	-45%	-$2.91K	﹤0.01%	882
2017 Q3	$7K	Hold	55	–	–	﹤0.01%	766
2017 Q2	$5K	Buy	55 +3	+6%	+$271	﹤0.01%	839
2017 Q1	$4K	Buy	52 +12	+30%	+$1.16K	﹤0.01%	833
2016 Q4	$4K	Buy	+40	New	+$3.67K	﹤0.01%	779

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

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

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

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

GKIM

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

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

Advantage Investment Management's LAD Position: Q3 2019 in Review

Advantage Investment Management reduced its Lithia Motors (LAD) stake by 17% in Q3 2019, selling an estimated $894 and leaving 35 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Advantage Investment Management first reported a position in LAD in Q4 2016 and has held it in 12 quarters since. The position peaked at $8K in Q4 2018. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

Advantage Investment Management held 35 shares of Lithia Motors worth $5K as of Q3 2019.
Advantage Investment Management sold 7 Lithia Motors shares in Q3 2019, an estimated $894.
Lithia Motors made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #767 holding.
Advantage Investment Management first reported a position in Lithia Motors in Q4 2016 and has held it in 12 quarters since.
Advantage Investment Management's Lithia Motors position peaked at $8K in Q4 2018.
286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.