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SM
SG3 Management’s
Lithia Motors
LAD
Stock Holding History
SG3 Management’s Portfolio
LAD Stock Details
LAD Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-15,000
Closed
-$3.42M
–
1130
2020
Q3
$3.42M
Buy
+15,000
New
+$3.37M
0.13%
185
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46.02%
1-Year Est. Return
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$5.48B AUM
3.63%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
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$552B AUM
44.19%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.37T AUM
44.26%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.26T AUM
61.52%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$302B AUM
26.44%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$2.3T AUM
54.33%
1-Year Est. Return
Neuberger Berman Group
New York
$150B AUM
40.08%
1-Year Est. Return
SCA
Southpoint Capital Advisors
New York
$4.4B AUM
49.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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