Piedmont Investment Advisors’s Lithia Motors LAD Stock Holding History

Piedmont Investment Advisors’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	-5,652	Closed	-$524K	–	1107
2019 Q1	$524K	Buy	5,652 +295	+6%	+$25.7K	0.02%	508
2018 Q4	$409K	Buy	5,357 +16	+0.3%	+$1.26K	0.02%	543
2018 Q3	$436K	Sell	5,341 -234	-4%	-$20.6K	0.02%	598
2018 Q2	$527K	Buy	5,575 +441	+9%	+$43.7K	0.03%	427
2018 Q1	$516K	Buy	5,134 +196	+4%	+$22.2K	0.01%	406
2017 Q4	$561K	Sell	4,938 -295	-6%	-$34.3K	0.01%	380
2017 Q3	$630K	Buy	5,233 +93	+2%	+$9.73K	0.01%	363
2017 Q2	$484K	Buy	+5,140	New	+$464K	0.01%	427
2016 Q4	–	Sell	-6,021	Closed	-$575K	–	687
2016 Q3	$575K	Buy	6,021 +6,000	+28,571%	+$504K	0.01%	281
2016 Q2	$1.49K	Hold	21	–	–	﹤0.01%	351
2016 Q1	$1.83K	Buy	+21	New	+$1.8K	﹤0.01%	333

Other funds holding LAD

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Piedmont Investment Advisors's LAD Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 5,652 shares — an estimated $524K sold.

Piedmont Investment Advisors first reported a position in LAD in Q1 2016 and held it in 11 quarters. The position peaked at $630K in Q3 2017. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

Piedmont Investment Advisors reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
Piedmont Investment Advisors sold 5,652 Lithia Motors shares in Q2 2019, an estimated $524K.
Piedmont Investment Advisors first reported a position in Lithia Motors in Q1 2016 and held it in 11 quarters.
Piedmont Investment Advisors's Lithia Motors position peaked at $630K in Q3 2017.
268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.