KKRC
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Kohlberg Kravis Roberts & Co’s Lithia Motors LAD Stock Holding History

Kohlberg Kravis Roberts & Co’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
Q2 		– Sell
-14,000
Closed -$930K – 99
2014
Q1 		$930K Buy
+14,000
New +$874K 0.02% 127

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's LAD Position: Q2 2014 in Review

Kohlberg Kravis Roberts & Co sold out of Lithia Motors (LAD) in Q2 2014, closing a stake of 14,000 shares — an estimated $930K sold.

Kohlberg Kravis Roberts & Co first reported a position in LAD in Q1 2014 and held it in 1 quarter. The position peaked at $930K in Q1 2014. 218 funds tracked by Wall St. Rank hold LAD as of Q2 2014.

  • Kohlberg Kravis Roberts & Co reported no remaining Lithia Motors position as of Q2 2014 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 14,000 Lithia Motors shares in Q2 2014, an estimated $930K.
  • Kohlberg Kravis Roberts & Co first reported a position in Lithia Motors in Q1 2014 and held it in 1 quarter.
  • Kohlberg Kravis Roberts & Co's Lithia Motors position peaked at $930K in Q1 2014.
  • 218 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2014, filed 14 Aug 2014.