Robeco Institutional Asset Management’s Lithia Motors LAD Stock Holding History

Robeco Institutional Asset Management’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
2021 Q3	–	Sell	-532	Closed	-$183K	–	938
2021 Q2	$183K	Hold	532	–	–	﹤0.01%	888
2021 Q1	$208K	Sell	532 -711	-57%	-$255K	﹤0.01%	871
2020 Q4	$364K	Sell	1,243 -1,568	-56%	-$429K	﹤0.01%	811
2020 Q3	$640K	Sell	2,811 -2,815	-50%	-$633K	﹤0.01%	744
2020 Q2	$851K	Hold	5,626	–	–	﹤0.01%	763
2020 Q1	$459K	Buy	5,626 +631	+13%	+$76.1K	﹤0.01%	823
2019 Q4	$735K	Buy	4,995 +838	+20%	+$126K	﹤0.01%	811
2019 Q3	$551K	Buy	+4,157	New	+$531K	﹤0.01%	828

Other funds holding LAD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Robeco Institutional Asset Management's LAD Position: Q3 2021 in Review

Robeco Institutional Asset Management sold out of Lithia Motors (LAD) in Q3 2021, closing a stake of 532 shares — an estimated $183K sold.

Robeco Institutional Asset Management first reported a position in LAD in Q3 2019 and held it in 8 quarters. The position peaked at $851K in Q2 2020. 423 funds tracked by Wall St. Rank hold LAD as of Q3 2021.

Robeco Institutional Asset Management reported no remaining Lithia Motors position as of Q3 2021 after selling out during the quarter.
Robeco Institutional Asset Management sold 532 Lithia Motors shares in Q3 2021, an estimated $183K.
Robeco Institutional Asset Management first reported a position in Lithia Motors in Q3 2019 and held it in 8 quarters.
Robeco Institutional Asset Management's Lithia Motors position peaked at $851K in Q2 2020.
423 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2021.

Based on Robeco Institutional Asset Management's 13F filing for Q3 2021, filed 20 Oct 2021.