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Strategic Capital Alternatives’s Lithia Motors LAD Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$2.6M Buy
24,046
+3,974
+20% +$446K 0.55% 51
2015
Q2 		$2.21M Buy
20,072
+368
+2% +$39.2K 0.53% 63
2015
Q1 		$1.96M Buy
19,704
+5,104
+35% +$459K 0.49% 74
2014
Q4 		$1.27M Buy
+14,600
New +$1.13M 0.49% 74

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Strategic Capital Alternatives's LAD Position: Q3 2015 in Review

Strategic Capital Alternatives increased its Lithia Motors (LAD) stake by 20% in Q3 2015, buying an estimated $446K and bringing the position to 24,046 shares worth $2.6M. The position accounts for 0.55% of the portfolio, ranked #51.

Strategic Capital Alternatives first reported a position in LAD in Q4 2014 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold LAD as of Q3 2015.

  • Strategic Capital Alternatives held 24,046 shares of Lithia Motors worth $2.6M as of Q3 2015.
  • Strategic Capital Alternatives bought 3,974 Lithia Motors shares in Q3 2015, an estimated $446K.
  • Lithia Motors made up 0.55% of Strategic Capital Alternatives's portfolio in Q3 2015, its #51 holding.
  • Strategic Capital Alternatives first reported a position in Lithia Motors in Q4 2014 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.