TrueWealth LLC’s Lithia Motors LAD Stock Holding History

TrueWealth LLC’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
2018 Q1	–	Sell	-67	Closed	-$8K	–	861
2017 Q4	$8K	Buy	+67	New	+$7.79K	﹤0.01%	554

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrueWealth LLC's LAD Position: Q1 2018 in Review

TrueWealth LLC sold out of Lithia Motors (LAD) in Q1 2018, closing a stake of 67 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in LAD in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 254 funds tracked by Wall St. Rank hold LAD as of Q1 2018.

TrueWealth LLC reported no remaining Lithia Motors position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 67 Lithia Motors shares in Q1 2018, an estimated $8K.
TrueWealth LLC first reported a position in Lithia Motors in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Lithia Motors position peaked at $8K in Q4 2017.
254 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.