Columbia Partners Investment Management’s Lithia Motors LAD Stock Holding History

Columbia Partners Investment Management’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
2017 Q3	–	Sell	-13,174	Closed	-$1.24M	–	252
2017 Q2	$1.24M	Buy	+13,174	New	+$1.19M	0.16%	174
2016 Q3	–	Sell	-15,286	Closed	-$1.09M	–	332
2016 Q2	$1.09M	Sell	15,286 -42,835	-74%	-$3.43M	0.08%	263
2016 Q1	$5.08M	Buy	58,121 +6,683	+13%	+$574K	0.36%	104
2015 Q4	$5.49M	Buy	51,438 +6,083	+13%	+$699K	0.38%	95
2015 Q3	$4.9M	Buy	45,355 +11,476	+34%	+$1.29M	0.34%	107
2015 Q2	$3.83M	Buy	33,879 +5,835	+21%	+$621K	0.24%	129
2015 Q1	$2.79M	Sell	28,044 -1,809	-6%	-$163K	0.15%	172
2014 Q4	$2.59M	Buy	+29,853	New	+$2.31M	0.13%	185

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PWAM

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Columbia Partners Investment Management's LAD Position: Q3 2017 in Review

Columbia Partners Investment Management sold out of Lithia Motors (LAD) in Q3 2017, closing a stake of 13,174 shares — an estimated $1.24M sold.

Columbia Partners Investment Management first reported a position in LAD in Q4 2014 and held it in 8 quarters. The position peaked at $5.49M in Q4 2015. 223 funds tracked by Wall St. Rank hold LAD as of Q3 2017.

Columbia Partners Investment Management reported no remaining Lithia Motors position as of Q3 2017 after selling out during the quarter.
Columbia Partners Investment Management sold 13,174 Lithia Motors shares in Q3 2017, an estimated $1.24M.
Columbia Partners Investment Management first reported a position in Lithia Motors in Q4 2014 and held it in 8 quarters.
Columbia Partners Investment Management's Lithia Motors position peaked at $5.49M in Q4 2015.
223 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2017.

Based on Columbia Partners Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.