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Sigma Planning Corp’s Lithia Motors LAD Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-2,142
Closed -$284K – 1076
2019
Q3 		$284K Sell
2,142
-12
-0.6% -$1.53K 0.01% 788
2019
Q2 		$256K Buy
+2,154
New +$238K 0.01% 807

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Sigma Planning Corp's LAD Position: Q4 2019 in Review

Sigma Planning Corp sold out of Lithia Motors (LAD) in Q4 2019, closing a stake of 2,142 shares — an estimated $284K sold.

Sigma Planning Corp first reported a position in LAD in Q2 2019 and held it in 2 quarters. The position peaked at $284K in Q3 2019. 313 funds tracked by Wall St. Rank hold LAD as of Q4 2019.

  • Sigma Planning Corp reported no remaining Lithia Motors position as of Q4 2019 after selling out during the quarter.
  • Sigma Planning Corp sold 2,142 Lithia Motors shares in Q4 2019, an estimated $284K.
  • Sigma Planning Corp first reported a position in Lithia Motors in Q2 2019 and held it in 2 quarters.
  • Sigma Planning Corp's Lithia Motors position peaked at $284K in Q3 2019.
  • 313 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2019.

Based on Sigma Planning Corp's 13F filing for Q4 2019, filed 3 Feb 2020.