DILH
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Dai-ichi Life Holdings’s Lithia Motors LAD Stock Holding History

Dai-ichi Life Holdings’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
Q1 		– Sell
-48,963
Closed -$3.4M – 660
2013
Q4 		$3.4M Sell
48,963
-1,182
-2% -$79.4K 0.1% 199
2013
Q3 		$3.66M Buy
50,145
+14,257
+40% +$932K 0.13% 163
2013
Q2 		$1.91M Buy
+35,888
New +$1.8M 0.07% 306

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dai-ichi Life Holdings's LAD Position: Q1 2014 in Review

Dai-ichi Life Holdings sold out of Lithia Motors (LAD) in Q1 2014, closing a stake of 48,963 shares — an estimated $3.4M sold.

Dai-ichi Life Holdings first reported a position in LAD in Q2 2013 and held it in 3 quarters. The position peaked at $3.66M in Q3 2013. 202 funds tracked by Wall St. Rank hold LAD as of Q1 2014.

  • Dai-ichi Life Holdings reported no remaining Lithia Motors position as of Q1 2014 after selling out during the quarter.
  • Dai-ichi Life Holdings sold 48,963 Lithia Motors shares in Q1 2014, an estimated $3.4M.
  • Dai-ichi Life Holdings first reported a position in Lithia Motors in Q2 2013 and held it in 3 quarters.
  • Dai-ichi Life Holdings's Lithia Motors position peaked at $3.66M in Q3 2013.
  • 202 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2014.

Based on Dai-ichi Life Holdings's 13F filing for Q1 2014, filed 14 May 2014.