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Solaris Asset Management’s Lithia Motors LAD Stock Holding History

Solaris Asset Management’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
2016
Q4 		– Sell
-97
Closed -$9K – 349
2016
Q3 		$9K Buy
+97
New +$8.15K 0.01% 327

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Solaris Asset Management's LAD Position: Q4 2016 in Review

Solaris Asset Management sold out of Lithia Motors (LAD) in Q4 2016, closing a stake of 97 shares — an estimated $9K sold.

Solaris Asset Management first reported a position in LAD in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 219 funds tracked by Wall St. Rank hold LAD as of Q4 2016.

  • Solaris Asset Management reported no remaining Lithia Motors position as of Q4 2016 after selling out during the quarter.
  • Solaris Asset Management sold 97 Lithia Motors shares in Q4 2016, an estimated $9K.
  • Solaris Asset Management first reported a position in Lithia Motors in Q3 2016 and held it in 1 quarter.
  • Solaris Asset Management's Lithia Motors position peaked at $9K in Q3 2016.
  • 219 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2016.

Based on Solaris Asset Management's 13F filing for Q4 2016, filed 25 Jan 2017.