KPCM
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Kings Point Capital Management’s Lithia Motors LAD Stock Holding History

Kings Point Capital 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
2014
Q4 		– Sell
-27,700
Closed -$2.1M – 351
2014
Q3 		$2.1M Buy
+27,700
New +$2.45M 0.63% 43

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Kings Point Capital Management's LAD Position: Q4 2014 in Review

Kings Point Capital Management sold out of Lithia Motors (LAD) in Q4 2014, closing a stake of 27,700 shares — an estimated $2.1M sold.

Kings Point Capital Management first reported a position in LAD in Q3 2014 and held it in 1 quarter. The position peaked at $2.1M in Q3 2014. 213 funds tracked by Wall St. Rank hold LAD as of Q4 2014.

  • Kings Point Capital Management reported no remaining Lithia Motors position as of Q4 2014 after selling out during the quarter.
  • Kings Point Capital Management sold 27,700 Lithia Motors shares in Q4 2014, an estimated $2.1M.
  • Kings Point Capital Management first reported a position in Lithia Motors in Q3 2014 and held it in 1 quarter.
  • Kings Point Capital Management's Lithia Motors position peaked at $2.1M in Q3 2014.
  • 213 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2014.

Based on Kings Point Capital Management's 13F filing for Q4 2014, filed 12 Feb 2015.