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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return