LSV Asset Management
LAD icon

LSV Asset Management’s Lithia Motors LAD Stock Holding History

LSV Asset Management’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
Q4 		– Sell
-14,971
Closed -$3.41M – 955
2020
Q3 		$3.41M Sell
14,971
-9,900
-40% -$2.23M 0.01% 588
2020
Q2 		$3.76M Sell
24,871
-1,100
-4% -$126K 0.01% 586
2020
Q1 		$2.12M Sell
25,971
-6,600
-20% -$796K 0.01% 631
2019
Q4 		$4.79M Buy
32,571
+8,100
+33% +$1.22M 0.01% 579
2019
Q3 		$3.24M Buy
24,471
+13,771
+129% +$1.76M 0.01% 611
2019
Q2 		$1.27M Buy
+10,700
New +$1.18M ﹤0.01% 730

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

LSV Asset Management's LAD Position: Q4 2020 in Review

LSV Asset Management sold out of Lithia Motors (LAD) in Q4 2020, closing a stake of 14,971 shares — an estimated $3.41M sold.

LSV Asset Management first reported a position in LAD in Q2 2019 and held it in 6 quarters. The position peaked at $4.79M in Q4 2019. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

  • LSV Asset Management reported no remaining Lithia Motors position as of Q4 2020 after selling out during the quarter.
  • LSV Asset Management sold 14,971 Lithia Motors shares in Q4 2020, an estimated $3.41M.
  • LSV Asset Management first reported a position in Lithia Motors in Q2 2019 and held it in 6 quarters.
  • LSV Asset Management's Lithia Motors position peaked at $4.79M in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on LSV Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.