Miles Capital’s Lithia Motors LAD Stock Holding History

Miles Capital’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 Q1	–	Sell	-1,541	Closed	-$227K	–	157
2019 Q4	$227K	Sell	1,541 -20	-1%	-$3K	0.18%	154
2019 Q3	$207K	Buy	+1,561	New	+$199K	0.17%	160
2018 Q2	–	Sell	-2,625	Closed	-$264K	–	200
2018 Q1	$264K	Buy	+2,625	New	+$297K	0.15%	141
2014 Q1	–	Sell	-8,401	Closed	-$583K	–	111
2013 Q4	$583K	Buy	8,401 +1,408	+20%	+$94.5K	0.29%	76
2013 Q3	$510K	Sell	6,993 -1,701	-20%	-$111K	0.29%	62
2013 Q2	$463K	Buy	+8,694	New	+$437K	0.21%	82

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Miles Capital's LAD Position: Q1 2020 in Review

Miles Capital sold out of Lithia Motors (LAD) in Q1 2020, closing a stake of 1,541 shares — an estimated $227K sold.

Miles Capital first reported a position in LAD in Q2 2013 and held it in 6 quarters. The position peaked at $583K in Q4 2013. 253 funds tracked by Wall St. Rank hold LAD as of Q1 2020.

Miles Capital reported no remaining Lithia Motors position as of Q1 2020 after selling out during the quarter.
Miles Capital sold 1,541 Lithia Motors shares in Q1 2020, an estimated $227K.
Miles Capital first reported a position in Lithia Motors in Q2 2013 and held it in 6 quarters.
Miles Capital's Lithia Motors position peaked at $583K in Q4 2013.
253 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.