Neuberger Berman Canada’s Lithia Motors LAD Stock Holding History

Neuberger Berman Canada’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
2014 Q2	–	Sell	-6,700	Closed	-$445K	–	273
2014 Q1	$445K	Buy	+6,700	New	+$418K	0.1%	229

Other funds holding LAD

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Neuberger Berman Canada's LAD Position: Q2 2014 in Review

Neuberger Berman Canada sold out of Lithia Motors (LAD) in Q2 2014, closing a stake of 6,700 shares — an estimated $445K sold.

Neuberger Berman Canada first reported a position in LAD in Q1 2014 and held it in 1 quarter. The position peaked at $445K in Q1 2014. 218 funds tracked by Wall St. Rank hold LAD as of Q2 2014.

Neuberger Berman Canada reported no remaining Lithia Motors position as of Q2 2014 after selling out during the quarter.
Neuberger Berman Canada sold 6,700 Lithia Motors shares in Q2 2014, an estimated $445K.
Neuberger Berman Canada first reported a position in Lithia Motors in Q1 2014 and held it in 1 quarter.
Neuberger Berman Canada's Lithia Motors position peaked at $445K in Q1 2014.
218 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2014.

Based on Neuberger Berman Canada's 13F filing for Q2 2014, filed 1 Aug 2014.