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Quattro Financial Advisors’s Lithia Motors LAD Stock Holding History

Quattro Financial 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
Q1 		– Sell
-1,000
Closed -$85.2K – 50
2018
Q4 		$85.2K Buy
+1,000
New +$79.1K 0.03% 69

Other funds holding LAD

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Quattro Financial Advisors's LAD Position: Q1 2019 in Review

Quattro Financial Advisors sold out of Lithia Motors (LAD) in Q1 2019, closing a stake of 1,000 shares — an estimated $85.2K sold.

Quattro Financial Advisors first reported a position in LAD in Q4 2018 and held it in 1 quarter. The position peaked at $85.2K in Q4 2018. 231 funds tracked by Wall St. Rank hold LAD as of Q1 2019.

  • Quattro Financial Advisors reported no remaining Lithia Motors position as of Q1 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 1,000 Lithia Motors shares in Q1 2019, an estimated $85.2K.
  • Quattro Financial Advisors first reported a position in Lithia Motors in Q4 2018 and held it in 1 quarter.
  • Quattro Financial Advisors's Lithia Motors position peaked at $85.2K in Q4 2018.
  • 231 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2019.

Based on Quattro Financial Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.