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LAD icon

Neuburgh Advisers’s Lithia Motors LAD Stock Holding History

Neuburgh Advisers’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
Q3 		$434K Hold
3,278
– – 0.01% 496
2019
Q2 		$389K Hold
3,278
– – 0.01% 521
2019
Q1 		$304K Hold
3,278
– – 0.01% 575
2018
Q4 		$250K Hold
3,278
– – 0.01% 582
2018
Q3 		$268K Buy
3,278
+880
+37% +$77.6K 0.01% 636
2018
Q2 		$227K Buy
2,398
+242
+11% +$24K 0.01% 622
2018
Q1 		$217K Hold
2,156
– – 0.01% 617
2017
Q4 		$245K Buy
2,156
+308
+17% +$35.8K 0.01% 605
2017
Q3 		$222K Buy
1,848
+44
+2% +$4.6K 0.01% 580
2017
Q2 		$170K Buy
1,804
+792
+78% +$71.6K 0.01% 614
2017
Q1 		$87K Buy
1,012
+176
+21% +$17.1K ﹤0.01% 649
2016
Q4 		$81K Buy
+836
New +$76.6K ﹤0.01% 638

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
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuburgh Advisers's LAD Position: Q3 2019 in Review

Neuburgh Advisers held its Lithia Motors (LAD) position steady in Q3 2019 at 3,278 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #496.

Neuburgh Advisers first reported a position in LAD in Q4 2016 and has held it in 12 quarters since. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

  • Neuburgh Advisers held 3,278 shares of Lithia Motors worth $434K as of Q3 2019.
  • Neuburgh Advisers left its Lithia Motors share count unchanged in Q3 2019.
  • Lithia Motors made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #496 holding.
  • Neuburgh Advisers first reported a position in Lithia Motors in Q4 2016 and has held it in 12 quarters since.
  • 286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.