BC
LAD icon

Brinker Capital’s Lithia Motors LAD Stock Holding History

Brinker Capital’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
Q2 		$1.3M Buy
8,563
+240
+3% +$27.5K 0.04% 428
2020
Q1 		$681K Buy
8,323
+32
+0.4% +$3.86K 0.03% 541
2019
Q4 		$1.22M Buy
8,291
+194
+2% +$29.2K 0.04% 438
2019
Q3 		$1.07M Buy
8,097
+118
+1% +$15.1K 0.04% 467
2019
Q2 		$948K Buy
7,979
+152
+2% +$16.8K 0.03% 491
2019
Q1 		$726K Buy
7,827
+1,592
+26% +$138K 0.03% 568
2018
Q4 		$476K Sell
6,235
-692
-10% -$54.7K 0.02% 615
2018
Q3 		$566K Sell
6,927
-3,040
-31% -$268K 0.02% 675
2018
Q2 		$943K Sell
9,967
-661
-6% -$65.5K 0.04% 499
2018
Q1 		$1.07M Buy
10,628
+302
+3% +$34.2K 0.04% 452
2017
Q4 		$1.17M Sell
10,326
-219
-2% -$25.5K 0.05% 381
2017
Q3 		$1.27M Buy
10,545
+282
+3% +$29.5K 0.05% 351
2017
Q2 		$967K Buy
10,263
+154
+2% +$13.9K 0.04% 379
2017
Q1 		$866K Buy
+10,109
New +$980K 0.04% 413

Other funds holding LAD

BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return