Shine Investment Advisory Services’s Lithia Motors LAD Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$8K	Hold	35	–	–	﹤0.01%	581
2020 Q2	$5K	Hold	35	–	–	﹤0.01%	641
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	657
2019 Q4	$5K	Sell	35 -44	-56%	-$6.61K	﹤0.01%	665
2019 Q3	$10K	Hold	79	–	–	﹤0.01%	553
2019 Q2	$9K	Hold	79	–	–	﹤0.01%	554
2019 Q1	$7K	Hold	79	–	–	﹤0.01%	597
2018 Q4	$6K	Hold	79	–	–	﹤0.01%	595
2018 Q3	$6K	Hold	79	–	–	﹤0.01%	589
2018 Q2	$7K	Hold	79	–	–	﹤0.01%	585
2018 Q1	$8K	Hold	79	–	–	﹤0.01%	558
2017 Q4	$9K	Hold	79	–	–	﹤0.01%	546
2017 Q3	$10K	Hold	79	–	–	0.01%	526
2017 Q2	$7K	Buy	+79	New	+$7.14K	﹤0.01%	573

Other funds holding LAD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Shine Investment Advisory Services's LAD Position: Q3 2020 in Review

Shine Investment Advisory Services held its Lithia Motors (LAD) position steady in Q3 2020 at 35 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Shine Investment Advisory Services first reported a position in LAD in Q2 2017 and has held it in 14 quarters since. The position peaked at $10K in Q3 2019. 353 funds tracked by Wall St. Rank hold LAD as of Q3 2020.

Shine Investment Advisory Services held 35 shares of Lithia Motors worth $8K as of Q3 2020.
Shine Investment Advisory Services left its Lithia Motors share count unchanged in Q3 2020.
Lithia Motors made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #581 holding.
Shine Investment Advisory Services first reported a position in Lithia Motors in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Lithia Motors position peaked at $10K in Q3 2019.
353 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.