Insight Capital Research & Management’s Lithia Motors LAD Stock Holding History

Insight Capital Research & Management’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
2016 Q1	–	Sell	-34,334	Closed	-$3.66M	–	106
2015 Q4	$3.66M	Sell	34,334 -2,014	-6%	-$231K	1.07%	44
2015 Q3	$3.93M	Sell	36,348 -1,693	-4%	-$190K	1.19%	37
2015 Q2	$4.3M	Buy	+38,041	New	+$4.05M	1.14%	39
2014 Q3	–	Sell	-65,512	Closed	-$6.16M	–	134
2014 Q2	$6.16M	Buy	+65,512	New	+$5.01M	1.41%	25

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Insight Capital Research & Management's LAD Position: Q1 2016 in Review

Insight Capital Research & Management sold out of Lithia Motors (LAD) in Q1 2016, closing a stake of 34,334 shares — an estimated $3.66M sold.

Insight Capital Research & Management first reported a position in LAD in Q2 2014 and held it in 4 quarters. The position peaked at $6.16M in Q2 2014. 247 funds tracked by Wall St. Rank hold LAD as of Q1 2016.

Insight Capital Research & Management reported no remaining Lithia Motors position as of Q1 2016 after selling out during the quarter.
Insight Capital Research & Management sold 34,334 Lithia Motors shares in Q1 2016, an estimated $3.66M.
Insight Capital Research & Management first reported a position in Lithia Motors in Q2 2014 and held it in 4 quarters.
Insight Capital Research & Management's Lithia Motors position peaked at $6.16M in Q2 2014.
247 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2016.

Based on Insight Capital Research & Management's 13F filing for Q1 2016, filed 10 May 2016.