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Financial Gravity Asset Management’s Lithia Motors LAD Stock Holding History

Financial Gravity Asset 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
2020
Q2 		– Sell
-15
Closed -$1.21K – 480
2020
Q1 		$1.21K Buy
15
+7
+88% +$844 ﹤0.01% 453
2019
Q4 		$147K Hold
8
– – 0.1% 191
2019
Q3 		$1K Buy
8
+5
+167% +$639 ﹤0.01% 1052
2019
Q2 		$0 Sell
3
-3
-50% -$332 ﹤0.01% 1472
2019
Q1 		$1K Buy
+6
New +$522 ﹤0.01% 1128

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Financial Gravity Asset Management's LAD Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 15 shares — an estimated $1.21K sold.

Financial Gravity Asset Management first reported a position in LAD in Q1 2019 and held it in 5 quarters. The position peaked at $147K in Q4 2019. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 15 Lithia Motors shares in Q2 2020, an estimated $1.21K.
  • Financial Gravity Asset Management first reported a position in Lithia Motors in Q1 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's Lithia Motors position peaked at $147K in Q4 2019.
  • 266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.