LOGI
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Long Oar Global Investors’s Lithia Motors LAD Stock Holding History

Long Oar Global Investors’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
Q1 		– Sell
-34,072
Closed -$2.37M – 20
2013
Q4 		$2.37M Buy
+34,072
New +$2.29M 1.98% 18

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Long Oar Global Investors's LAD Position: Q1 2014 in Review

Long Oar Global Investors sold out of Lithia Motors (LAD) in Q1 2014, closing a stake of 34,072 shares — an estimated $2.37M sold.

Long Oar Global Investors first reported a position in LAD in Q4 2013 and held it in 1 quarter. The position peaked at $2.37M in Q4 2013. 202 funds tracked by Wall St. Rank hold LAD as of Q1 2014.

  • Long Oar Global Investors reported no remaining Lithia Motors position as of Q1 2014 after selling out during the quarter.
  • Long Oar Global Investors sold 34,072 Lithia Motors shares in Q1 2014, an estimated $2.37M.
  • Long Oar Global Investors first reported a position in Lithia Motors in Q4 2013 and held it in 1 quarter.
  • Long Oar Global Investors's Lithia Motors position peaked at $2.37M in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2014.

Based on Long Oar Global Investors's 13F filing for Q1 2014, filed 15 May 2014.