Geneva Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,951
| Closed | -$1.13M | – | 729 |
|
|
2014
Q3 | $1.13M | Sell |
14,951
-194,254
| -93% | -$14.7M | 0.02% | 286 |
|
|
2014
Q2 | $19.7M | Sell |
209,205
-33,670
| -14% | -$3.17M | 0.36% | 82 |
|
|
2014
Q1 | $16.1M | Buy |
242,875
+1,926
| +0.8% | +$128K | 0.3% | 85 |
|
|
2013
Q4 | $16.7M | Buy |
240,949
+7,745
| +3% | +$538K | 0.31% | 81 |
|
|
2013
Q3 | $17M | Buy |
233,204
+19,578
| +9% | +$1.43M | 0.35% | 82 |
|
|
2013
Q2 | $11.4M | Buy |
+213,626
| New | +$11.4M | 0.27% | 89 |
|