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Aperio Group’s Lithia Motors LAD Stock Holding History

Aperio Group’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
Q4 		$3.54M Sell
12,096
-1,055
-8% -$289K 0.01% 983
2020
Q3 		$3M Buy
13,151
+3,281
+33% +$738K 0.01% 925
2020
Q2 		$1.49M Buy
9,870
+1,044
+12% +$120K 0.01% 1238
2020
Q1 		$722K Sell
8,826
-1,709
-16% -$206K ﹤0.01% 1444
2019
Q4 		$1.55M Buy
10,535
+36
+0.3% +$5.41K 0.01% 1209
2019
Q3 		$1.39M Sell
10,499
-151
-1% -$19.3K 0.01% 1225
2019
Q2 		$1.26M Buy
10,650
+989
+10% +$109K 0.01% 1271
2019
Q1 		$896K Buy
9,661
+647
+7% +$56.3K ﹤0.01% 1415
2018
Q4 		$688K Buy
9,014
+1,233
+16% +$97.5K ﹤0.01% 1507
2018
Q3 		$635K Buy
7,781
+485
+7% +$42.8K ﹤0.01% 1644
2018
Q2 		$690K Sell
7,296
-217
-3% -$21.5K ﹤0.01% 1587
2018
Q1 		$755K Sell
7,513
-182
-2% -$20.6K ﹤0.01% 1475
2017
Q4 		$874K Buy
7,695
+144
+2% +$16.7K ﹤0.01% 1383
2017
Q3 		$908K Sell
7,551
-1,264
-14% -$132K 0.01% 1332
2017
Q2 		$831K Buy
8,815
+1,555
+21% +$141K 0.01% 1333
2017
Q1 		$622K Sell
7,260
-1,111
-13% -$108K ﹤0.01% 1427
2016
Q4 		$811K Buy
8,371
+672
+9% +$61.6K 0.01% 1226
2016
Q3 		$735K Buy
7,699
+731
+10% +$61.4K 0.01% 1254
2016
Q2 		$495K Sell
6,968
-2,046
-23% -$164K ﹤0.01% 1386
2016
Q1 		$787K Buy
9,014
+483
+6% +$41.5K 0.01% 1153
2015
Q4 		$910K Buy
8,531
+661
+8% +$76K 0.01% 1053
2015
Q3 		$851K Buy
7,870
+133
+2% +$14.9K 0.01% 1045
2015
Q2 		$876K Buy
7,737
+188
+2% +$20K 0.01% 1034
2015
Q1 		$750K Buy
7,549
+716
+10% +$64.3K 0.01% 1067
2014
Q4 		$592K Buy
6,833
+1,076
+19% +$83.3K 0.01% 1142
2014
Q3 		$436K Buy
5,757
+473
+9% +$41.9K 0.01% 1204
2014
Q2 		$497K Buy
5,284
+2,239
+74% +$171K 0.01% 1127
2014
Q1 		$202K Buy
+3,045
New +$190K ﹤0.01% 1860

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Aperio Group's LAD Position: Q4 2020 in Review

Aperio Group reduced its Lithia Motors (LAD) stake by 8% in Q4 2020, selling an estimated $289K and leaving 12,096 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #983.

Aperio Group first reported a position in LAD in Q1 2014 and has held it in 28 quarters since. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

  • Aperio Group held 12,096 shares of Lithia Motors worth $3.54M as of Q4 2020.
  • Aperio Group sold 1,055 Lithia Motors shares in Q4 2020, an estimated $289K.
  • Lithia Motors made up 0.01% of Aperio Group's portfolio in Q4 2020, its #983 holding.
  • Aperio Group first reported a position in Lithia Motors in Q1 2014 and has held it in 28 quarters since.
  • 367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.