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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
Q2 		– Sell
-10
Closed -$1K – 1552
2020
Q1 		$1K Hold
10
– – ﹤0.01% 1481
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1537
2019
Q3 		$1K Hold
10
– – ﹤0.01% 1552
2019
Q2 		$9K Sell
10
-433
-98% -$47.9K ﹤0.01% 1496
2019
Q1 		$41K Sell
443
-235
-35% -$20.4K ﹤0.01% 1640
2018
Q4 		$51K Sell
678
-505
-43% -$39.9K ﹤0.01% 1430
2018
Q3 		$97K Sell
1,183
-227
-16% -$20K ﹤0.01% 1365
2018
Q2 		$133K Sell
1,410
-184
-12% -$18.2K ﹤0.01% 1311
2018
Q1 		$166K Sell
1,594
-97
-6% -$11K ﹤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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Advisors Asset Management's LAD Position: Q2 2020 in Review

Advisors Asset Management sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 10 shares — an estimated $1K sold.

Advisors Asset Management first reported a position in LAD in Q2 2013 and held it in 28 quarters. The position peaked at $588K in Q2 2015. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

  • Advisors Asset Management reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
  • Advisors Asset Management sold 10 Lithia Motors shares in Q2 2020, an estimated $1K.
  • Advisors Asset Management first reported a position in Lithia Motors in Q2 2013 and held it in 28 quarters.
  • Advisors Asset Management's Lithia Motors position peaked at $588K in Q2 2015.
  • 266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Advisors Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.