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Valeo Financial Advisors’s Lithia Motors LAD Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-56
Closed -$6K – 1694
2018
Q1 		$6K Buy
+56
New +$6.33K ﹤0.01% 1079

Other funds holding LAD

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Valeo Financial Advisors's LAD Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Lithia Motors (LAD) in Q2 2018, closing a stake of 56 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in LAD in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 251 funds tracked by Wall St. Rank hold LAD as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Lithia Motors position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 56 Lithia Motors shares in Q2 2018, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Lithia Motors in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Lithia Motors position peaked at $6K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.