Alpine Woods Capital Investors’s Lithia Motors LAD Stock Holding History

Alpine Woods Capital Investors’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
2017 Q3	–	Sell	-4,854	Closed	-$457K	–	459
2017 Q2	$457K	Hold	4,854	–	–	0.02%	315
2017 Q1	$416K	Hold	4,854	–	–	0.02%	327
2016 Q4	$470K	Buy	4,854 +318	+7%	+$29.2K	0.03%	315
2016 Q3	$433K	Buy	4,536 +1,063	+31%	+$89.3K	0.02%	325
2016 Q2	$247K	Buy	+3,473	New	+$278K	0.01%	368

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

GKIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alpine Woods Capital Investors's LAD Position: Q3 2017 in Review

Alpine Woods Capital Investors sold out of Lithia Motors (LAD) in Q3 2017, closing a stake of 4,854 shares — an estimated $457K sold.

Alpine Woods Capital Investors first reported a position in LAD in Q2 2016 and held it in 5 quarters. The position peaked at $470K in Q4 2016. 223 funds tracked by Wall St. Rank hold LAD as of Q3 2017.

Alpine Woods Capital Investors reported no remaining Lithia Motors position as of Q3 2017 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,854 Lithia Motors shares in Q3 2017, an estimated $457K.
Alpine Woods Capital Investors first reported a position in Lithia Motors in Q2 2016 and held it in 5 quarters.
Alpine Woods Capital Investors's Lithia Motors position peaked at $470K in Q4 2016.
223 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2017.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2017, filed 8 Nov 2017.