GDP
LAD icon

Great Diamond Partners’s Lithia Motors LAD Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-167
Closed -$24K – 386
2019
Q4 		$24K Buy
+167
New +$25.1K 0.01% 420

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
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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Great Diamond Partners's LAD Position: Q1 2020 in Review

Great Diamond Partners sold out of Lithia Motors (LAD) in Q1 2020, closing a stake of 167 shares — an estimated $24K sold.

Great Diamond Partners first reported a position in LAD in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2020.

  • Great Diamond Partners reported no remaining Lithia Motors position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 167 Lithia Motors shares in Q1 2020, an estimated $24K.
  • Great Diamond Partners first reported a position in Lithia Motors in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Lithia Motors position peaked at $24K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.