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Buckingham Capital Management (New York)’s Lithia Motors LAD Stock Holding History

Buckingham Capital Management (New York)’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 		– Sell
-25,000
Closed -$2.17M – 111
2014
Q4 		$2.17M Buy
+25,000
New +$1.94M 0.19% 88

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BFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Neuberger Berman Group
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

Buckingham Capital Management (New York)'s LAD Position: Q1 2015 in Review

Buckingham Capital Management (New York) sold out of Lithia Motors (LAD) in Q1 2015, closing a stake of 25,000 shares — an estimated $2.17M sold.

Buckingham Capital Management (New York) first reported a position in LAD in Q4 2014 and held it in 1 quarter. The position peaked at $2.17M in Q4 2014. 228 funds tracked by Wall St. Rank hold LAD as of Q1 2015.

  • Buckingham Capital Management (New York) reported no remaining Lithia Motors position as of Q1 2015 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 25,000 Lithia Motors shares in Q1 2015, an estimated $2.17M.
  • Buckingham Capital Management (New York) first reported a position in Lithia Motors in Q4 2014 and held it in 1 quarter.
  • Buckingham Capital Management (New York)'s Lithia Motors position peaked at $2.17M in Q4 2014.
  • 228 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2015.

Based on Buckingham Capital Management (New York)'s 13F filing for Q1 2015, filed 18 May 2015.