Capital World Investors’s Lithia Motors LAD Stock Holding History

Capital World Investors’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
2018 Q2	–	Sell	-143,000	Closed	-$14.4M	–	549
2018 Q1	$14.4M	Hold	143,000	–	–	﹤0.01%	456
2017 Q4	$16.2M	Hold	143,000	–	–	﹤0.01%	445
2017 Q3	$17.2M	Hold	143,000	–	–	﹤0.01%	437
2017 Q2	$13.5M	Hold	143,000	–	–	﹤0.01%	452
2017 Q1	$12.2M	Hold	143,000	–	–	﹤0.01%	449
2016 Q4	$13.8M	Hold	143,000	–	–	﹤0.01%	428
2016 Q3	$13.7M	Buy	143,000 +49,000	+52%	+$4.12M	﹤0.01%	427
2016 Q2	$6.68M	Hold	94,000	–	–	﹤0.01%	464
2016 Q1	$8.21M	Sell	94,000 -302,000	-76%	-$25.9M	﹤0.01%	454
2015 Q4	$42.2M	Buy	+396,000	New	+$45.5M	0.01%	357

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Capital World Investors's LAD Position: Q2 2018 in Review

Capital World Investors sold out of Lithia Motors (LAD) in Q2 2018, closing a stake of 143,000 shares — an estimated $14.4M sold.

Capital World Investors first reported a position in LAD in Q4 2015 and held it in 10 quarters. The position peaked at $42.2M in Q4 2015. 251 funds tracked by Wall St. Rank hold LAD as of Q2 2018.

Capital World Investors reported no remaining Lithia Motors position as of Q2 2018 after selling out during the quarter.
Capital World Investors sold 143,000 Lithia Motors shares in Q2 2018, an estimated $14.4M.
Capital World Investors first reported a position in Lithia Motors in Q4 2015 and held it in 10 quarters.
Capital World Investors's Lithia Motors position peaked at $42.2M in Q4 2015.
251 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2018.

Based on Capital World Investors's 13F filing for Q2 2018, filed 14 Aug 2018.