Axiom Investors’s Lithia Motors LAD Stock Holding History

Axiom 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
2016 Q2	–	Sell	-17,374	Closed	-$1.52M	–	147
2016 Q1	$1.52M	Sell	17,374 -1,748	-9%	-$150K	0.05%	122
2015 Q4	$2.04M	Sell	19,122 -2,748	-13%	-$316K	0.07%	104
2015 Q3	$2.36M	Sell	21,870 -29,195	-57%	-$3.28M	0.07%	75
2015 Q2	$5.78M	Buy	51,065 +12,730	+33%	+$1.35M	0.17%	70
2015 Q1	$3.81M	Buy	+38,335	New	+$3.44M	0.1%	86
2014 Q3	–	Sell	-25,450	Closed	-$2.39M	–	167
2014 Q2	$2.39M	Buy	+25,450	New	+$1.95M	0.06%	98
2013 Q4	–	Sell	-33,450	Closed	-$2.44M	–	154
2013 Q3	$2.44M	Buy	33,450 +2,380	+8%	+$156K	0.08%	89
2013 Q2	$1.66M	Buy	+31,070	New	+$1.56M	0.06%	94

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

PWAM

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

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Axiom Investors's LAD Position: Q2 2016 in Review

Axiom Investors sold out of Lithia Motors (LAD) in Q2 2016, closing a stake of 17,374 shares — an estimated $1.52M sold.

Axiom Investors first reported a position in LAD in Q2 2013 and held it in 8 quarters. The position peaked at $5.78M in Q2 2015. 223 funds tracked by Wall St. Rank hold LAD as of Q2 2016.

Axiom Investors reported no remaining Lithia Motors position as of Q2 2016 after selling out during the quarter.
Axiom Investors sold 17,374 Lithia Motors shares in Q2 2016, an estimated $1.52M.
Axiom Investors first reported a position in Lithia Motors in Q2 2013 and held it in 8 quarters.
Axiom Investors's Lithia Motors position peaked at $5.78M in Q2 2015.
223 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2016.

Based on Axiom Investors's 13F filing for Q2 2016, filed 11 Aug 2016.