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Advisors Asset Management’s Lithia Motors LAD Stock Holding History

Advisors Asset 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
2020
Q3 		– Sell
-10
Closed -$1.51K – 1552
2020
Q2 		$1.51K Hold
10
– – ﹤0.01% 1535
2020
Q1 		$818 Hold
10
– – ﹤0.01% 1484
2019
Q4 		$1.47K Hold
10
– – ﹤0.01% 1533
2019
Q3 		$1.32K Hold
10
– – ﹤0.01% 1551
2019
Q2 		$8.86K Sell
10
-443
-98% -$49K ﹤0.01% 1496
2019
Q1 		$42K Sell
453
-235
-34% -$20.4K ﹤0.01% 1417
2018
Q4 		$52K Sell
688
-505
-42% -$39.9K ﹤0.01% 1428
2018
Q3 		$98K Sell
1,193
-227
-16% -$20K ﹤0.01% 1362
2018
Q2 		$134K Sell
1,420
-184
-11% -$18.2K ﹤0.01% 1309
2018
Q1 		$167K Sell
1,604
-87
-5% -$9.84K ﹤0.01% 1261
2017
Q4 		$192K Sell
1,691
-149
-8% -$17.3K ﹤0.01% 1255
2017
Q3 		$221K Sell
1,840
-26
-1% -$2.72K ﹤0.01% 1224
2017
Q2 		$176K Sell
1,866
-54
-3% -$4.88K ﹤0.01% 1289
2017
Q1 		$164K Sell
1,920
-60
-3% -$5.82K ﹤0.01% 1328
2016
Q4 		$192K Sell
1,980
-222
-10% -$20.4K ﹤0.01% 1380
2016
Q3 		$210K Sell
2,202
-666
-23% -$56K ﹤0.01% 1344
2016
Q2 		$204K Sell
2,868
-581
-17% -$46.6K ﹤0.01% 1341
2016
Q1 		$301K Sell
3,449
-798
-19% -$68.6K 0.01% 1224
2015
Q4 		$453K Sell
4,247
-406
-9% -$46.7K 0.01% 1166
2015
Q3 		$503K Sell
4,653
-542
-10% -$60.8K 0.01% 1080
2015
Q2 		$588K Sell
5,195
-395
-7% -$42K 0.01% 1071
2015
Q1 		$556K Buy
5,590
+143
+3% +$12.9K 0.01% 1057
2014
Q4 		$472K Buy
5,447
+325
+6% +$25.2K 0.01% 1082
2014
Q3 		$388K Sell
5,122
-10
-0.2% -$885 0.01% 1102
2014
Q2 		$483K Buy
5,132
+193
+4% +$14.8K 0.01% 1057
2014
Q1 		$328K Buy
4,939
+819
+20% +$51.2K 0.01% 1129
2013
Q4 		$286K Sell
4,120
-86
-2% -$5.77K ﹤0.01% 1125
2013
Q3 		$307K Buy
4,206
+1,724
+69% +$113K 0.01% 1031
2013
Q2 		$132K Buy
+2,482
New +$125K ﹤0.01% 1219

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Advisors Asset Management's LAD Position: Q3 2020 in Review

Advisors Asset Management sold out of Lithia Motors (LAD) in Q3 2020, closing a stake of 10 shares — an estimated $1.51K sold.

Advisors Asset Management first reported a position in LAD in Q2 2013 and held it in 29 quarters. The position peaked at $588K in Q2 2015. 353 funds tracked by Wall St. Rank hold LAD as of Q3 2020.

  • Advisors Asset Management reported no remaining Lithia Motors position as of Q3 2020 after selling out during the quarter.
  • Advisors Asset Management sold 10 Lithia Motors shares in Q3 2020, an estimated $1.51K.
  • Advisors Asset Management first reported a position in Lithia Motors in Q2 2013 and held it in 29 quarters.
  • Advisors Asset Management's Lithia Motors position peaked at $588K in Q2 2015.
  • 353 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2020.

Based on Advisors Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.