Lenox Wealth Advisors’s Lithia Motors LAD Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-26	Closed	-$2K	–	702
2020 Q1	$2K	Buy	+26	New	+$3.14K	﹤0.01%	592
2019 Q2	–	Sell	-27	Closed	-$3K	–	507
2019 Q1	$3K	Buy	+27	New	+$2.35K	﹤0.01%	463
2018 Q2	–	Sell	-11	Closed	-$1K	–	600
2018 Q1	$1K	Buy	+11	New	+$1.24K	﹤0.01%	512
2013 Q4	–	Sell	-35	Closed	-$3K	–	394
2013 Q3	$3K	Buy	+35	New	+$2.29K	﹤0.01%	206

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PWAM

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

Lenox Wealth Advisors's LAD Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 26 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in LAD in Q3 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

Lenox Wealth Advisors reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 26 Lithia Motors shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Lithia Motors in Q3 2013 and held it in 4 quarters.
Lenox Wealth Advisors's Lithia Motors position peaked at $3K in Q1 2019.
266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.