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UBS’s Lithia Motors LAD Stock Holding History

UBS’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 		$5.01M Buy
66,186
+1,676
+3% +$148K ﹤0.01% 2032
2014
Q2 		$6.07M Buy
64,510
+8,839
+16% +$676K ﹤0.01% 1783
2014
Q1 		$3.7M Sell
55,671
-343
-0.6% -$21.4K ﹤0.01% 2158
2013
Q4 		$3.89M Buy
56,014
+6,293
+13% +$422K ﹤0.01% 2125
2013
Q3 		$3.63M Buy
49,721
+23,282
+88% +$1.52M ﹤0.01% 2004
2013
Q2 		$1.41M Buy
+26,439
New +$1.33M ﹤0.01% 2932

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 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return

UBS's LAD Position: Q3 2014 in Review

UBS increased its Lithia Motors (LAD) stake by 2.6% in Q3 2014, buying an estimated $148K and bringing the position to 66,186 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

UBS first reported a position in LAD in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.07M in Q2 2014. 227 funds tracked by Wall St. Rank hold LAD as of Q3 2014.

  • UBS held 66,186 shares of Lithia Motors worth $5.01M as of Q3 2014.
  • UBS bought 1,676 Lithia Motors shares in Q3 2014, an estimated $148K.
  • Lithia Motors made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2032 holding.
  • UBS first reported a position in Lithia Motors in Q2 2013 and has held it in 6 quarters since.
  • UBS's Lithia Motors position peaked at $6.07M in Q2 2014.
  • 227 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.