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G2 Investment Partners Management’s Lithia Motors LAD Stock Holding History

G2 Investment Partners 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
2016
Q1 		– Sell
-25,544
Closed -$2.73M – 81
2015
Q4 		$2.73M Buy
25,544
+5,217
+26% +$599K 0.84% 19
2015
Q3 		$2.2M Buy
+20,327
New +$2.28M 0.82% 25
2014
Q4 		– Sell
-48,666
Closed -$3.68M – 79
2014
Q3 		$3.68M Buy
48,666
+7,900
+19% +$699K 1.24% 26
2014
Q2 		$3.83M Buy
+40,766
New +$3.12M 1.38% 20

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

G2 Investment Partners Management's LAD Position: Q1 2016 in Review

G2 Investment Partners Management sold out of Lithia Motors (LAD) in Q1 2016, closing a stake of 25,544 shares — an estimated $2.73M sold.

G2 Investment Partners Management first reported a position in LAD in Q2 2014 and held it in 4 quarters. The position peaked at $3.83M in Q2 2014. 247 funds tracked by Wall St. Rank hold LAD as of Q1 2016.

  • G2 Investment Partners Management reported no remaining Lithia Motors position as of Q1 2016 after selling out during the quarter.
  • G2 Investment Partners Management sold 25,544 Lithia Motors shares in Q1 2016, an estimated $2.73M.
  • G2 Investment Partners Management first reported a position in Lithia Motors in Q2 2014 and held it in 4 quarters.
  • G2 Investment Partners Management's Lithia Motors position peaked at $3.83M in Q2 2014.
  • 247 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2016.

Based on G2 Investment Partners Management's 13F filing for Q1 2016, filed 16 May 2016.