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Secor Capital Advisors’s Lithia Motors LAD Stock Holding History

Secor Capital 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
-25,466
Closed -$1.94M – 497
2018
Q4 		$1.94M Buy
+25,466
New +$2.01M 0.25% 112
2017
Q1 		– Sell
-10,007
Closed -$969K – 529
2016
Q4 		$969K Sell
10,007
-42,834
-81% -$3.93M 0.12% 239
2016
Q3 		$5.05M Buy
52,841
+38,812
+277% +$3.26M 0.55% 37
2016
Q2 		$997K Buy
14,029
+9,547
+213% +$765K 0.13% 242
2016
Q1 		$391K Buy
+4,482
New +$385K 0.05% 375

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

Secor Capital Advisors's LAD Position: Q1 2019 in Review

Secor Capital Advisors sold out of Lithia Motors (LAD) in Q1 2019, closing a stake of 25,466 shares — an estimated $1.94M sold.

Secor Capital Advisors first reported a position in LAD in Q1 2016 and held it in 5 quarters. The position peaked at $5.05M in Q3 2016. 231 funds tracked by Wall St. Rank hold LAD as of Q1 2019.

  • Secor Capital Advisors reported no remaining Lithia Motors position as of Q1 2019 after selling out during the quarter.
  • Secor Capital Advisors sold 25,466 Lithia Motors shares in Q1 2019, an estimated $1.94M.
  • Secor Capital Advisors first reported a position in Lithia Motors in Q1 2016 and held it in 5 quarters.
  • Secor Capital Advisors's Lithia Motors position peaked at $5.05M in Q3 2016.
  • 231 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2019.

Based on Secor Capital Advisors's 13F filing for Q1 2019, filed 15 May 2019.