Baird’s Lithia Motors LAD Stock Holding History

Baird’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
2015 Q1	$5.25M	Buy	52,853 +3,947	+8%	+$355K	0.05%	334
2014 Q4	$4.24M	Buy	+48,906	New	+$3.79M	0.05%	372

Other funds holding LAD

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Baird's LAD Position: Q1 2015 in Review

Baird increased its Lithia Motors (LAD) stake by 8.1% in Q1 2015, buying an estimated $355K and bringing the position to 52,853 shares worth $5.25M. The position accounts for 0.05% of the portfolio, ranked #334.

Baird first reported a position in LAD in Q4 2014 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold LAD as of Q1 2015.

Baird held 52,853 shares of Lithia Motors worth $5.25M as of Q1 2015.
Baird bought 3,947 Lithia Motors shares in Q1 2015, an estimated $355K.
Lithia Motors made up 0.05% of Baird's portfolio in Q1 2015, its #334 holding.
Baird first reported a position in Lithia Motors in Q4 2014 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.