HIA
LAD icon

Harbor Investment Advisory’s Lithia Motors LAD Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-18
Closed -$3K – 1194
2020
Q2 		$3K Buy
+18
New +$2.06K ﹤0.01% 935

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Harbor Investment Advisory's LAD Position: Q3 2020 in Review

Harbor Investment Advisory sold out of Lithia Motors (LAD) in Q3 2020, closing a stake of 18 shares — an estimated $3K sold.

Harbor Investment Advisory first reported a position in LAD in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 353 funds tracked by Wall St. Rank hold LAD as of Q3 2020.

  • Harbor Investment Advisory reported no remaining Lithia Motors position as of Q3 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 18 Lithia Motors shares in Q3 2020, an estimated $3K.
  • Harbor Investment Advisory first reported a position in Lithia Motors in Q2 2020 and held it in 1 quarter.
  • Harbor Investment Advisory's Lithia Motors position peaked at $3K in Q2 2020.
  • 353 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2020.

Based on Harbor Investment Advisory's 13F filing for Q3 2020, filed 23 Oct 2020.