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Green Holdings’s Lithia Motors LAD Stock Holding History

Green Holdings’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
2013
Q4 		– Sell
-108,882
Closed -$7.94M – 27
2013
Q3 		$7.94M Sell
108,882
-173,318
-61% -$11.3M 2.66% 13
2013
Q2 		$15M Buy
+282,200
New +$14.2M 6.21% 7

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Green Holdings's LAD Position: Q4 2013 in Review

Green Holdings sold out of Lithia Motors (LAD) in Q4 2013, closing a stake of 108,882 shares — an estimated $7.94M sold.

Green Holdings first reported a position in LAD in Q2 2013 and held it in 2 quarters. The position peaked at $15M in Q2 2013. 200 funds tracked by Wall St. Rank hold LAD as of Q4 2013.

  • Green Holdings reported no remaining Lithia Motors position as of Q4 2013 after selling out during the quarter.
  • Green Holdings sold 108,882 Lithia Motors shares in Q4 2013, an estimated $7.94M.
  • Green Holdings first reported a position in Lithia Motors in Q2 2013 and held it in 2 quarters.
  • Green Holdings's Lithia Motors position peaked at $15M in Q2 2013.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2013.

Based on Green Holdings's 13F filing for Q4 2013, filed 14 Feb 2014.