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
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Financial Gravity Asset Management's LAD Position: Q4 2019 in Review

Financial Gravity Asset Management held its Lithia Motors (LAD) position steady in Q4 2019 at 8 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #191.

Financial Gravity Asset Management first reported a position in LAD in Q1 2019 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold LAD as of Q4 2019.

Financial Gravity Asset Management held 8 shares of Lithia Motors worth $147K as of Q4 2019.
Financial Gravity Asset Management left its Lithia Motors share count unchanged in Q4 2019.
Lithia Motors made up 0.1% of Financial Gravity Asset Management's portfolio in Q4 2019, its #191 holding.
Financial Gravity Asset Management first reported a position in Lithia Motors in Q1 2019 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.