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Stonehage Fleming (UK)’s Lithia Motors LAD Stock Holding History

Stonehage Fleming (UK)’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
2014
Q3 		– Sell
-590
Closed -$56K – 327
2014
Q2 		$56K Buy
+590
New +$45.1K 0.02% 158

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stonehage Fleming (UK)'s LAD Position: Q3 2014 in Review

Stonehage Fleming (UK) sold out of Lithia Motors (LAD) in Q3 2014, closing a stake of 590 shares — an estimated $56K sold.

Stonehage Fleming (UK) first reported a position in LAD in Q2 2014 and held it in 1 quarter. The position peaked at $56K in Q2 2014. 227 funds tracked by Wall St. Rank hold LAD as of Q3 2014.

  • Stonehage Fleming (UK) reported no remaining Lithia Motors position as of Q3 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 590 Lithia Motors shares in Q3 2014, an estimated $56K.
  • Stonehage Fleming (UK) first reported a position in Lithia Motors in Q2 2014 and held it in 1 quarter.
  • Stonehage Fleming (UK)'s Lithia Motors position peaked at $56K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q3 2014, filed 11 Oct 2019.