Koch Industries’s Lithia Motors LAD Stock Holding History

Koch Industries’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
2017 Q4	–	Sell	-3,848	Closed	-$463K	–	724
2017 Q3	$463K	Buy	3,848 +1,713	+80%	+$179K	0.11%	175
2017 Q2	$201K	Buy	+2,135	New	+$193K	0.05%	429

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koch Industries's LAD Position: Q4 2017 in Review

Koch Industries sold out of Lithia Motors (LAD) in Q4 2017, closing a stake of 3,848 shares — an estimated $463K sold.

Koch Industries first reported a position in LAD in Q2 2017 and held it in 2 quarters. The position peaked at $463K in Q3 2017. 241 funds tracked by Wall St. Rank hold LAD as of Q4 2017.

Koch Industries reported no remaining Lithia Motors position as of Q4 2017 after selling out during the quarter.
Koch Industries sold 3,848 Lithia Motors shares in Q4 2017, an estimated $463K.
Koch Industries first reported a position in Lithia Motors in Q2 2017 and held it in 2 quarters.
Koch Industries's Lithia Motors position peaked at $463K in Q3 2017.
241 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2017.

Based on Koch Industries's 13F filing for Q4 2017, filed 13 Feb 2018.