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
2024
Q2 		– Sell
-21,900
Closed -$6.59M – 2042
2024
Q1 		$6.59M Sell
21,900
-16,900
-44% -$5M 0.02% 923
2023
Q4 		$12.8M Buy
+38,800
New +$10.6M 0.03% 651

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.