MNBTD
LAD icon

Moody National Bank Trust Division’s Lithia Motors LAD Stock Holding History

Moody National Bank Trust Division’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
2019
Q2 		– Sell
-52
Closed -$5K – 691
2019
Q1 		$5K Buy
+52
New +$4.52K ﹤0.01% 919

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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 $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moody National Bank Trust Division's LAD Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 52 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in LAD in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 52 Lithia Motors shares in Q2 2019, an estimated $5K.
  • Moody National Bank Trust Division first reported a position in Lithia Motors in Q1 2019 and held it in 1 quarter.
  • Moody National Bank Trust Division's Lithia Motors position peaked at $5K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.