Jacobs Levy Equity Management’s Lithia Motors LAD Stock Holding History

Jacobs Levy Equity 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
2018 Q3	–	Sell	-4,740	Closed	-$448K	–	1034
2018 Q2	$448K	Sell	4,740 -4,995	-51%	-$495K	0.01%	819
2018 Q1	$979K	Buy	+9,735	New	+$1.1M	0.02%	641
2013 Q3	–	Sell	-12,500	Closed	-$666K	–	978
2013 Q2	$666K	Buy	+12,500	New	+$628K	0.01%	663

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 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

Jacobs Levy Equity Management's LAD Position: Q3 2018 in Review

Jacobs Levy Equity Management sold out of Lithia Motors (LAD) in Q3 2018, closing a stake of 4,740 shares — an estimated $448K sold.

Jacobs Levy Equity Management first reported a position in LAD in Q2 2013 and held it in 3 quarters. The position peaked at $979K in Q1 2018. 229 funds tracked by Wall St. Rank hold LAD as of Q3 2018.

Jacobs Levy Equity Management reported no remaining Lithia Motors position as of Q3 2018 after selling out during the quarter.
Jacobs Levy Equity Management sold 4,740 Lithia Motors shares in Q3 2018, an estimated $448K.
Jacobs Levy Equity Management first reported a position in Lithia Motors in Q2 2013 and held it in 3 quarters.
Jacobs Levy Equity Management's Lithia Motors position peaked at $979K in Q1 2018.
229 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2018, filed 14 Nov 2018.