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Copper Rock Capital Partners’s Lithia Motors LAD Stock Holding History

Copper Rock Capital Partners’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
2014
Q2 		– Sell
-39,506
Closed -$2.63M – 183
2014
Q1 		$2.63M Buy
+39,506
New +$2.47M 0.26% 111
2013
Q3 		– Sell
-44,994
Closed -$2.4M – 256
2013
Q2 		$2.4M Buy
+44,994
New +$2.26M 0.26% 119

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Copper Rock Capital Partners's LAD Position: Q2 2014 in Review

Copper Rock Capital Partners sold out of Lithia Motors (LAD) in Q2 2014, closing a stake of 39,506 shares — an estimated $2.63M sold.

Copper Rock Capital Partners first reported a position in LAD in Q2 2013 and held it in 2 quarters. The position peaked at $2.63M in Q1 2014. 218 funds tracked by Wall St. Rank hold LAD as of Q2 2014.

  • Copper Rock Capital Partners reported no remaining Lithia Motors position as of Q2 2014 after selling out during the quarter.
  • Copper Rock Capital Partners sold 39,506 Lithia Motors shares in Q2 2014, an estimated $2.63M.
  • Copper Rock Capital Partners first reported a position in Lithia Motors in Q2 2013 and held it in 2 quarters.
  • Copper Rock Capital Partners's Lithia Motors position peaked at $2.63M in Q1 2014.
  • 218 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2014.

Based on Copper Rock Capital Partners's 13F filing for Q2 2014, filed 8 Jul 2014.