Israel Discount Bank of New York’s Lithia Motors LAD Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-347	Closed	-$32K	–	227
2019 Q1	$32K	Hold	347	–	–	0.02%	278
2018 Q4	$26K	Hold	347	–	–	0.02%	287
2018 Q3	$28K	Sell	347 -345	-50%	-$30.4K	0.02%	302
2018 Q2	$65K	Hold	692	–	–	0.04%	205
2018 Q1	$70K	Hold	692	–	–	0.05%	201
2017 Q4	$79K	Hold	692	–	–	0.05%	169
2017 Q3	$83K	Hold	692	–	–	0.06%	164
2017 Q2	$65K	Sell	692 -10	-1%	-$904	0.05%	205
2017 Q1	$60K	Buy	702 +100	+17%	+$9.7K	0.05%	211
2016 Q4	$58K	Buy	+602	New	+$55.2K	0.05%	236

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PWAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Israel Discount Bank of New York's LAD Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 347 shares — an estimated $32K sold.

Israel Discount Bank of New York first reported a position in LAD in Q4 2016 and held it in 10 quarters. The position peaked at $83K in Q3 2017. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

Israel Discount Bank of New York reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 347 Lithia Motors shares in Q2 2019, an estimated $32K.
Israel Discount Bank of New York first reported a position in Lithia Motors in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Lithia Motors position peaked at $83K in Q3 2017.
268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.