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Gryphon Financial Partners’s Lithia Motors LAD Stock Holding History

Gryphon Financial 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
2018
Q3 		– Sell
-296
Closed -$28K – 536
2018
Q2 		$28K Hold
296
– – 0.01% 326
2018
Q1 		$30K Sell
296
-56
-16% -$6.33K 0.02% 315
2017
Q4 		$40K Buy
+352
New +$40.9K 0.02% 285

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

Gryphon Financial Partners's LAD Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Lithia Motors (LAD) in Q3 2018, closing a stake of 296 shares — an estimated $28K sold.

Gryphon Financial Partners first reported a position in LAD in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q4 2017. 229 funds tracked by Wall St. Rank hold LAD as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Lithia Motors position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 296 Lithia Motors shares in Q3 2018, an estimated $28K.
  • Gryphon Financial Partners first reported a position in Lithia Motors in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Lithia Motors position peaked at $40K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.