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Nicholas Investment Partners’s Lithia Motors LAD Stock Holding History

Nicholas Investment Partners’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
2013
Q4 		– Sell
-40,004
Closed -$2.92M – 309
2013
Q3 		$2.92M Buy
+40,004
New +$2.62M 0.24% 119

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BFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nicholas Investment Partners's LAD Position: Q4 2013 in Review

Nicholas Investment Partners sold out of Lithia Motors (LAD) in Q4 2013, closing a stake of 40,004 shares — an estimated $2.92M sold.

Nicholas Investment Partners first reported a position in LAD in Q3 2013 and held it in 1 quarter. The position peaked at $2.92M in Q3 2013. 200 funds tracked by Wall St. Rank hold LAD as of Q4 2013.

  • Nicholas Investment Partners reported no remaining Lithia Motors position as of Q4 2013 after selling out during the quarter.
  • Nicholas Investment Partners sold 40,004 Lithia Motors shares in Q4 2013, an estimated $2.92M.
  • Nicholas Investment Partners first reported a position in Lithia Motors in Q3 2013 and held it in 1 quarter.
  • Nicholas Investment Partners's Lithia Motors position peaked at $2.92M in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2013.

Based on Nicholas Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.