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JOYN Advisors’s Lithia Motors LAD Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-54
Closed -$4K – 805
2018
Q4 		$4K Sell
54
-7
-11% -$554 ﹤0.01% 1313
2018
Q3 		$5K Buy
61
+11
+22% +$970 ﹤0.01% 1188
2018
Q2 		$5K Hold
50
– – ﹤0.01% 1132
2018
Q1 		$5K Buy
+50
New +$5.66K ﹤0.01% 864

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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JOYN Advisors's LAD Position: Q1 2019 in Review

JOYN Advisors sold out of Lithia Motors (LAD) in Q1 2019, closing a stake of 54 shares — an estimated $4K sold.

JOYN Advisors first reported a position in LAD in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 231 funds tracked by Wall St. Rank hold LAD as of Q1 2019.

  • JOYN Advisors reported no remaining Lithia Motors position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 54 Lithia Motors shares in Q1 2019, an estimated $4K.
  • JOYN Advisors first reported a position in Lithia Motors in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Lithia Motors position peaked at $5K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.