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Madison Investment Holdings’s Lithia Motors LAD Stock Holding History

Madison Investment Holdings’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
2017
Q3 		– Sell
-183,473
Closed -$17.3M – 256
2017
Q2 		$17.3M Buy
+183,473
New +$16.6M 0.32% 107

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Madison Investment Holdings's LAD Position: Q3 2017 in Review

Madison Investment Holdings sold out of Lithia Motors (LAD) in Q3 2017, closing a stake of 183,473 shares — an estimated $17.3M sold.

Madison Investment Holdings first reported a position in LAD in Q2 2017 and held it in 1 quarter. The position peaked at $17.3M in Q2 2017. 223 funds tracked by Wall St. Rank hold LAD as of Q3 2017.

  • Madison Investment Holdings reported no remaining Lithia Motors position as of Q3 2017 after selling out during the quarter.
  • Madison Investment Holdings sold 183,473 Lithia Motors shares in Q3 2017, an estimated $17.3M.
  • Madison Investment Holdings first reported a position in Lithia Motors in Q2 2017 and held it in 1 quarter.
  • Madison Investment Holdings's Lithia Motors position peaked at $17.3M in Q2 2017.
  • 223 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2017.

Based on Madison Investment Holdings's 13F filing for Q3 2017, filed 14 Nov 2017.