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Wasatch Advisors’s Lithia Motors LAD Stock Holding History

Wasatch 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
2020
Q2 		– Sell
-113,828
Closed -$9.31M – 250
2020
Q1 		$9.31M Sell
113,828
-78,944
-41% -$9.52M 0.1% 131
2019
Q4 		$28.3M Sell
192,772
-13,730
-7% -$2.06M 0.23% 94
2019
Q3 		$27.3M Buy
206,502
+4,816
+2% +$615K 0.26% 90
2019
Q2 		$24M Sell
201,686
-2,835
-1% -$314K 0.23% 95
2019
Q1 		$19M Buy
204,521
+80,601
+65% +$7.01M 0.21% 90
2018
Q4 		$9.46M Sell
123,920
-235
-0.2% -$18.6K 0.13% 118
2018
Q3 		$10.1M Sell
124,155
-2,428
-2% -$214K 0.12% 110
2018
Q2 		$12M Sell
126,583
-14,127
-10% -$1.4M 0.14% 104
2018
Q1 		$14.1M Buy
140,710
+11,673
+9% +$1.32M 0.18% 93
2017
Q4 		$14.7M Buy
129,037
+75,686
+142% +$8.8M 0.19% 95
2017
Q3 		$6.42M Buy
+53,351
New +$5.58M 0.09% 143
2014
Q1 		– Sell
-33,000
Closed -$2.29M – 395
2013
Q4 		$2.29M Hold
33,000
– – 0.02% 305
2013
Q3 		$2.41M Hold
33,000
– – 0.03% 294
2013
Q2 		$1.76M Buy
+33,000
New +$1.66M 0.02% 319

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Wasatch Advisors's LAD Position: Q2 2020 in Review

Wasatch Advisors sold out of Lithia Motors (LAD) in Q2 2020, closing a stake of 113,828 shares — an estimated $9.31M sold.

Wasatch Advisors first reported a position in LAD in Q2 2013 and held it in 14 quarters. The position peaked at $28.3M in Q4 2019. 266 funds tracked by Wall St. Rank hold LAD as of Q2 2020.

  • Wasatch Advisors reported no remaining Lithia Motors position as of Q2 2020 after selling out during the quarter.
  • Wasatch Advisors sold 113,828 Lithia Motors shares in Q2 2020, an estimated $9.31M.
  • Wasatch Advisors first reported a position in Lithia Motors in Q2 2013 and held it in 14 quarters.
  • Wasatch Advisors's Lithia Motors position peaked at $28.3M in Q4 2019.
  • 266 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2020.

Based on Wasatch Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.