Advisors Preferred’s Lithia Motors LAD Stock Holding History

Advisors Preferred’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 Q1	–	Sell	-669	Closed	-$98K	–	206
2019 Q4	$98K	Buy	+669	New	+$101K	0.03%	160
2019 Q3	–	Sell	-305	Closed	-$37K	–	259
2019 Q2	$37K	Buy	+305	New	+$33.7K	0.01%	154
2014 Q4	–	Sell	-651	Closed	-$49.3K	–	315
2014 Q3	$49.3K	Buy	+651	New	+$57.6K	0.03%	127

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Advisors Preferred's LAD Position: Q1 2020 in Review

Advisors Preferred sold out of Lithia Motors (LAD) in Q1 2020, closing a stake of 669 shares — an estimated $98K sold.

Advisors Preferred first reported a position in LAD in Q3 2014 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2020.

Advisors Preferred reported no remaining Lithia Motors position as of Q1 2020 after selling out during the quarter.
Advisors Preferred sold 669 Lithia Motors shares in Q1 2020, an estimated $98K.
Advisors Preferred first reported a position in Lithia Motors in Q3 2014 and held it in 3 quarters.
Advisors Preferred's Lithia Motors position peaked at $98K in Q4 2019.
254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2020.

Based on Advisors Preferred's 13F filing for Q1 2020, filed 20 Apr 2020.