CIP
Convergence Investment Partners’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
3,399
-76
| -2% | -$25.7K | 0.29% | 129 |
|
|
2025
Q1 | $1.02M | Buy |
+3,475
| New | +$1.02M | 0.28% | 123 |
|
|
2019
Q4 | – | Sell |
-984
| Closed | -$130K | – | 275 |
|
|
2019
Q3 | $130K | Sell |
984
-976
| -50% | -$129K | 0.04% | 271 |
|
|
2019
Q2 | $233K | Buy |
+1,960
| New | +$233K | 0.06% | 225 |
|
|
2016
Q1 | – | Sell |
-42,630
| Closed | -$4.55M | – | 369 |
|
|
2015
Q4 | $4.55M | Sell |
42,630
-10,920
| -20% | -$1.16M | 0.51% | 59 |
|
|
2015
Q3 | $5.79M | Buy |
53,550
+40
| +0.1% | +$4.32K | 0.66% | 22 |
|
|
2015
Q2 | $6.06M | Buy |
+53,510
| New | +$6.06M | 0.6% | 34 |
|