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Proficio Capital Partners’s Lithia Motors LAD Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-52
Closed -$6K – 886
2019
Q2 		$6K Buy
52
+34
+189% +$3.76K ﹤0.01% 1144
2019
Q1 		$2K Buy
+18
New +$1.57K ﹤0.01% 1375

Other funds holding LAD

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Vanguard Group
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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

Proficio Capital Partners's LAD Position: Q3 2019 in Review

Proficio Capital Partners sold out of Lithia Motors (LAD) in Q3 2019, closing a stake of 52 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in LAD in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

  • Proficio Capital Partners reported no remaining Lithia Motors position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 52 Lithia Motors shares in Q3 2019, an estimated $6K.
  • Proficio Capital Partners first reported a position in Lithia Motors in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Lithia Motors position peaked at $6K in Q2 2019.
  • 286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.