Cornerstone Advisors (Washington)’s Lithia Motors LAD Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	665
2020 Q2	$1K	Sell	4 -8	-67%	-$916	﹤0.01%	648
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	672
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	595
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	591
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	1340
2019 Q1	$1K	Buy	+12	New	+$1.04K	﹤0.01%	1190
2018 Q4	–	Sell	-198	Closed	-$16K	–	1226
2018 Q3	$16K	Buy	198 +7	+4%	+$617	0.01%	566
2018 Q2	$18K	Sell	191 -6	-3%	-$594	0.01%	528
2018 Q1	$20K	Buy	197 +6	+3%	+$679	0.01%	498
2017 Q4	$22K	Hold	191	–	–	0.01%	467
2017 Q3	$23K	Sell	191 -72	-27%	-$7.53K	0.02%	453
2017 Q2	$25K	Hold	263	–	–	0.01%	444
2017 Q1	$23K	Buy	+263	New	+$25.5K	0.01%	457

Other funds holding LAD

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

ACM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PWAM

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

Cornerstone Advisors (Washington)'s LAD Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Lithia Motors (LAD) position steady in Q3 2020 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Cornerstone Advisors (Washington) first reported a position in LAD in Q1 2017 and has held it in 14 quarters since. The position peaked at $25K in Q2 2017. 353 funds tracked by Wall St. Rank hold LAD as of Q3 2020.

Cornerstone Advisors (Washington) held 4 shares of Lithia Motors worth $1K as of Q3 2020.
Cornerstone Advisors (Washington) left its Lithia Motors share count unchanged in Q3 2020.
Lithia Motors made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #665 holding.
Cornerstone Advisors (Washington) first reported a position in Lithia Motors in Q1 2017 and has held it in 14 quarters since.
Cornerstone Advisors (Washington)'s Lithia Motors position peaked at $25K in Q2 2017.
353 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.