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Cerity Partners OCIO’s Lithia Motors LAD Stock Holding History

Cerity Partners OCIO’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
2019
Q3 		– Sell
-3,708
Closed -$440K – 325
2019
Q2 		$440K Buy
+3,708
New +$410K 0.02% 207

Other funds holding LAD

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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
Boston Partners
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners OCIO's LAD Position: Q3 2019 in Review

Cerity Partners OCIO sold out of Lithia Motors (LAD) in Q3 2019, closing a stake of 3,708 shares — an estimated $440K sold.

Cerity Partners OCIO first reported a position in LAD in Q2 2019 and held it in 1 quarter. The position peaked at $440K in Q2 2019. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

  • Cerity Partners OCIO reported no remaining Lithia Motors position as of Q3 2019 after selling out during the quarter.
  • Cerity Partners OCIO sold 3,708 Lithia Motors shares in Q3 2019, an estimated $440K.
  • Cerity Partners OCIO first reported a position in Lithia Motors in Q2 2019 and held it in 1 quarter.
  • Cerity Partners OCIO's Lithia Motors position peaked at $440K in Q2 2019.
  • 286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on Cerity Partners OCIO's 13F filing for Q3 2019, filed 13 Nov 2019.