Americana Partners’s Lithia Motors LAD Stock Holding History

Americana Partners’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	-68	Closed	-$9K	–	319
2019 Q4	$9K	Buy	+68	New	+$10.2K	0.01%	437

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

Americana Partners's LAD Position: Q1 2020 in Review

Americana Partners sold out of Lithia Motors (LAD) in Q1 2020, closing a stake of 68 shares — an estimated $9K sold.

Americana Partners first reported a position in LAD in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2020.

Americana Partners reported no remaining Lithia Motors position as of Q1 2020 after selling out during the quarter.
Americana Partners sold 68 Lithia Motors shares in Q1 2020, an estimated $9K.
Americana Partners first reported a position in Lithia Motors in Q4 2019 and held it in 1 quarter.
Americana Partners's Lithia Motors position peaked at $9K in Q4 2019.
254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.