BIM
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Bogle Investment Management’s Lithia Motors LAD Stock Holding History

Bogle Investment Management’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
2019
Q3 		– Sell
-8,199
Closed -$974K – 300
2019
Q2 		$974K Buy
+8,199
New +$907K 0.08% 186
2017
Q4 		– Sell
-10,007
Closed -$1.2M – 318
2017
Q3 		$1.2M Buy
+10,007
New +$1.05M 0.08% 209

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bogle Investment Management's LAD Position: Q3 2019 in Review

Bogle Investment Management sold out of Lithia Motors (LAD) in Q3 2019, closing a stake of 8,199 shares — an estimated $974K sold.

Bogle Investment Management first reported a position in LAD in Q3 2017 and held it in 2 quarters. The position peaked at $1.2M in Q3 2017. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

  • Bogle Investment Management reported no remaining Lithia Motors position as of Q3 2019 after selling out during the quarter.
  • Bogle Investment Management sold 8,199 Lithia Motors shares in Q3 2019, an estimated $974K.
  • Bogle Investment Management first reported a position in Lithia Motors in Q3 2017 and held it in 2 quarters.
  • Bogle Investment Management's Lithia Motors position peaked at $1.2M in Q3 2017.
  • 286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on Bogle Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.