WealthStone’s Lithia Motors LAD Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-20	Closed	-$2.38K	–	346
2019 Q2	$2.38K	Buy	+20	New	+$2.21K	﹤0.01%	499

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthStone's LAD Position: Q3 2019 in Review

WealthStone sold out of Lithia Motors (LAD) in Q3 2019, closing a stake of 20 shares — an estimated $2.38K sold.

WealthStone first reported a position in LAD in Q2 2019 and held it in 1 quarter. The position peaked at $2.38K in Q2 2019. 286 funds tracked by Wall St. Rank hold LAD as of Q3 2019.

WealthStone reported no remaining Lithia Motors position as of Q3 2019 after selling out during the quarter.
WealthStone sold 20 Lithia Motors shares in Q3 2019, an estimated $2.38K.
WealthStone first reported a position in Lithia Motors in Q2 2019 and held it in 1 quarter.
WealthStone's Lithia Motors position peaked at $2.38K in Q2 2019.
286 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.