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Foster & Motley’s Lithia Motors LAD Stock Holding History

Foster & Motley’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
2018
Q3 		– Sell
-2,643
Closed -$250K – 242
2018
Q2 		$250K Sell
2,643
-2,245
-46% -$222K 0.04% 211
2018
Q1 		$491K Sell
4,888
-78
-2% -$8.82K 0.08% 159
2017
Q4 		$564K Buy
+4,966
New +$578K 0.09% 153

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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Foster & Motley's LAD Position: Q3 2018 in Review

Foster & Motley sold out of Lithia Motors (LAD) in Q3 2018, closing a stake of 2,643 shares — an estimated $250K sold.

Foster & Motley first reported a position in LAD in Q4 2017 and held it in 3 quarters. The position peaked at $564K in Q4 2017. 229 funds tracked by Wall St. Rank hold LAD as of Q3 2018.

  • Foster & Motley reported no remaining Lithia Motors position as of Q3 2018 after selling out during the quarter.
  • Foster & Motley sold 2,643 Lithia Motors shares in Q3 2018, an estimated $250K.
  • Foster & Motley first reported a position in Lithia Motors in Q4 2017 and held it in 3 quarters.
  • Foster & Motley's Lithia Motors position peaked at $564K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2018.

Based on Foster & Motley's 13F filing for Q3 2018, filed 31 Oct 2018.