Loring Wolcott & Coolidge Fiduciary Advisors’s Lithia Motors LAD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-325	Closed	-$27K	–	619
2020 Q1	$27K	Hold	325	–	–	﹤0.01%	436
2019 Q4	$48K	Hold	325	–	–	﹤0.01%	422
2019 Q3	$43K	Hold	325	–	–	﹤0.01%	421
2019 Q2	$39K	Hold	325	–	–	﹤0.01%	424
2019 Q1	$30K	Hold	325	–	–	﹤0.01%	469
2018 Q4	$24K	Buy	+325	New	+$25.7K	﹤0.01%	488

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 $113B AUM 38.87% 1-Year Est. Return

PWAM

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

Loring Wolcott & Coolidge Fiduciary Advisors's LAD Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 325 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LAD in Q4 2018 and held it in 6 quarters. The position peaked at $48K in Q4 2019. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 325 Lithia Motors shares in Q2 2020, an estimated $27K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Lithia Motors in Q4 2018 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Lithia Motors position peaked at $48K in Q4 2019.
266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.