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Advisor Group’s Lithia Motors LAD Stock Holding History

Advisor 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
Q4 		$229K Sell
1,552
-251
-14% -$37.7K ﹤0.01% 2290
2019
Q3 		$239K Sell
1,803
-477
-21% -$60.9K ﹤0.01% 2187
2019
Q2 		$270K Buy
2,280
+1,007
+79% +$111K ﹤0.01% 2075
2019
Q1 		$119K Buy
1,273
+103
+9% +$8.96K ﹤0.01% 2712
2018
Q4 		$90K Sell
1,170
-587
-33% -$46.4K ﹤0.01% 2725
2018
Q3 		$143K Sell
1,757
-801
-31% -$70.6K ﹤0.01% 2466
2018
Q2 		$243K Buy
2,558
+78
+3% +$7.72K ﹤0.01% 1827
2018
Q1 		$249K Sell
2,480
-27
-1% -$3.06K ﹤0.01% 1809
2017
Q4 		$285K Buy
2,507
+175
+8% +$20.4K ﹤0.01% 1729
2017
Q3 		$280K Buy
2,332
+11
+0.5% +$1.15K ﹤0.01% 1588
2017
Q2 		$218K Buy
2,321
+951
+69% +$85.9K ﹤0.01% 1719
2017
Q1 		$116K Sell
1,370
-3,035
-69% -$294K ﹤0.01% 2059
2016
Q4 		$426K Buy
4,405
+1,200
+37% +$110K 0.01% 1098
2016
Q3 		$306K Buy
3,205
+2,587
+419% +$217K 0.01% 1259
2016
Q2 		$42K Buy
+618
New +$49.5K ﹤0.01% 2558

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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

Advisor Group's LAD Position: Q4 2019 in Review

Advisor Group reduced its Lithia Motors (LAD) stake by 14% in Q4 2019, selling an estimated $37.7K and leaving 1,552 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Advisor Group first reported a position in LAD in Q2 2016 and has held it in 15 quarters since. The position peaked at $426K in Q4 2016. 313 funds tracked by Wall St. Rank hold LAD as of Q4 2019.

  • Advisor Group held 1,552 shares of Lithia Motors worth $229K as of Q4 2019.
  • Advisor Group sold 251 Lithia Motors shares in Q4 2019, an estimated $37.7K.
  • Lithia Motors made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2290 holding.
  • Advisor Group first reported a position in Lithia Motors in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Lithia Motors position peaked at $426K in Q4 2016.
  • 313 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.