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Aurora Investment Counsel’s Lithia Motors LAD Stock Holding History

Aurora Investment Counsel’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
2014
Q4 		$1.91M Buy
22,040
+10,100
+85% +$782K 1.18% 42
2014
Q3 		$904K Sell
11,940
-8,104
-40% -$717K 0.59% 87
2014
Q2 		$1.89M Buy
20,044
+570
+3% +$43.6K 1.19% 35
2014
Q1 		$1.29M Buy
19,474
+797
+4% +$49.8K 0.83% 70
2013
Q4 		$1.3M Buy
+18,677
New +$1.25M 0.86% 69

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Aurora Investment Counsel's LAD Position: Q4 2014 in Review

Aurora Investment Counsel increased its Lithia Motors (LAD) stake by 85% in Q4 2014, buying an estimated $782K and bringing the position to 22,040 shares worth $1.91M. The position accounts for 1.18% of the portfolio, ranked #42.

Aurora Investment Counsel first reported a position in LAD in Q4 2013 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold LAD as of Q4 2014.

  • Aurora Investment Counsel held 22,040 shares of Lithia Motors worth $1.91M as of Q4 2014.
  • Aurora Investment Counsel bought 10,100 Lithia Motors shares in Q4 2014, an estimated $782K.
  • Lithia Motors made up 1.18% of Aurora Investment Counsel's portfolio in Q4 2014, its #42 holding.
  • Aurora Investment Counsel first reported a position in Lithia Motors in Q4 2013 and has held it in 5 quarters since.
  • 213 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2014.

Based on Aurora Investment Counsel's 13F filing for Q4 2014, filed 13 Feb 2015.