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Realta Investment Advisors’s Lithia Motors LAD Stock Holding History

Realta 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
Q3 		– Sell
-1,232
Closed -$147K – 1710
2019
Q2 		$147K Sell
1,232
-638
-34% -$70.6K 0.04% 396
2019
Q1 		$171K Buy
+1,870
New +$163K 0.08% 305

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

Realta Investment Advisors's LAD Position: Q3 2019 in Review

Realta Investment Advisors sold out of Lithia Motors (LAD) in Q3 2019, closing a stake of 1,232 shares — an estimated $147K sold.

Realta Investment Advisors first reported a position in LAD in Q1 2019 and held it in 2 quarters. The position peaked at $171K in Q1 2019. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

  • Realta Investment Advisors reported no remaining Lithia Motors position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,232 Lithia Motors shares in Q3 2019, an estimated $147K.
  • Realta Investment Advisors first reported a position in Lithia Motors in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Lithia Motors position peaked at $171K in Q1 2019.
  • 286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.