Capital Fund Management (CFM)
LAD icon

Capital Fund Management (CFM)’s Lithia Motors LAD Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-11,835
Closed -$968K – 1317
2020
Q1 		$968K Buy
11,835
+5,018
+74% +$605K 0.02% 797
2019
Q4 		$1M Buy
+6,817
New +$1.02M 0.01% 1084
2018
Q2 		– Sell
-2,635
Closed -$265K – 2143
2018
Q1 		$265K Buy
+2,635
New +$298K ﹤0.01% 1669
2016
Q3 		– Sell
-13,281
Closed -$944K – 1691
2016
Q2 		$944K Sell
13,281
-25,609
-66% -$2.05M 0.01% 974
2016
Q1 		$3.4M Buy
+38,890
New +$3.34M 0.03% 548
2014
Q4 		– Sell
-32,889
Closed -$2.49M – 1704
2014
Q3 		$2.49M Buy
+32,889
New +$2.91M 0.03% 614
2014
Q2 		– Sell
-16,142
Closed -$1.07M – 1812
2014
Q1 		$1.07M Buy
16,142
+7,714
+92% +$482K 0.01% 927
2013
Q4 		$585K Buy
+8,428
New +$566K 0.01% 1205

Other funds holding LAD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Capital Fund Management (CFM)'s LAD Position: Q2 2020 in Review

Capital Fund Management (CFM) sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 11,835 shares — an estimated $968K sold.

Capital Fund Management (CFM) first reported a position in LAD in Q4 2013 and held it in 8 quarters. The position peaked at $3.4M in Q1 2016. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

  • Capital Fund Management (CFM) reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,835 Lithia Motors shares in Q2 2020, an estimated $968K.
  • Capital Fund Management (CFM) first reported a position in Lithia Motors in Q4 2013 and held it in 8 quarters.
  • Capital Fund Management (CFM)'s Lithia Motors position peaked at $3.4M in Q1 2016.
  • 266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2020, filed 13 Aug 2020.