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Simon Quick Advisors’s Lithia Motors LAD Stock Holding History

Simon Quick 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
2020
Q2 		– Sell
-611
Closed -$50K – 481
2020
Q1 		$50K Buy
611
+495
+427% +$59.7K 0.02% 187
2019
Q4 		$17K Buy
+116
New +$17.4K 0.01% 340

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Simon Quick Advisors's LAD Position: Q2 2020 in Review

Simon Quick Advisors sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 611 shares — an estimated $50K sold.

Simon Quick Advisors first reported a position in LAD in Q4 2019 and held it in 2 quarters. The position peaked at $50K in Q1 2020. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

  • Simon Quick Advisors reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 611 Lithia Motors shares in Q2 2020, an estimated $50K.
  • Simon Quick Advisors first reported a position in Lithia Motors in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Lithia Motors position peaked at $50K in Q1 2020.
  • 266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.