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Keeley Asset Management’s Lithia Motors LAD Stock Holding History

Keeley Asset 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
2013
Q3 		– Sell
-3,925
Closed -$209K – 417
2013
Q2 		$209K Buy
+3,925
New +$197K ﹤0.01% 381

Other funds holding LAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keeley Asset Management's LAD Position: Q3 2013 in Review

Keeley Asset Management sold out of Lithia Motors (LAD) in Q3 2013, closing a stake of 3,925 shares — an estimated $209K sold.

Keeley Asset Management first reported a position in LAD in Q2 2013 and held it in 1 quarter. The position peaked at $209K in Q2 2013. 185 funds tracked by Wall St. Rank hold LAD as of Q3 2013.

  • Keeley Asset Management reported no remaining Lithia Motors position as of Q3 2013 after selling out during the quarter.
  • Keeley Asset Management sold 3,925 Lithia Motors shares in Q3 2013, an estimated $209K.
  • Keeley Asset Management first reported a position in Lithia Motors in Q2 2013 and held it in 1 quarter.
  • Keeley Asset Management's Lithia Motors position peaked at $209K in Q2 2013.
  • 185 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2013.

Based on Keeley Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.