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James Investment Research’s Lithia Motors LAD Stock Holding History

James Investment Research’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
-7,675
Closed -$712K – 731
2019
Q1 		$712K Sell
7,675
-7,025
-48% -$611K 0.05% 300
2018
Q4 		$1.12M Buy
+14,700
New +$1.16M 0.07% 266
2017
Q4 		– Sell
-16,200
Closed -$1.95M – 812
2017
Q3 		$1.95M Buy
+16,200
New +$1.7M 0.07% 257

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

James Investment Research's LAD Position: Q2 2019 in Review

James Investment Research sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 7,675 shares — an estimated $712K sold.

James Investment Research first reported a position in LAD in Q3 2017 and held it in 3 quarters. The position peaked at $1.95M in Q3 2017. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

  • James Investment Research reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 7,675 Lithia Motors shares in Q2 2019, an estimated $712K.
  • James Investment Research first reported a position in Lithia Motors in Q3 2017 and held it in 3 quarters.
  • James Investment Research's Lithia Motors position peaked at $1.95M in Q3 2017.
  • 268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.