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WESPAC Advisors SoCal’s Lithia Motors LAD Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-58
Closed -$4K – 351
2018
Q4 		$4K Buy
+58
New +$4.59K ﹤0.01% 289

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Dimensional Fund Advisors
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PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WESPAC Advisors SoCal's LAD Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of Lithia Motors (LAD) in Q1 2019, closing a stake of 58 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in LAD in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 231 funds tracked by Wall St. Rank hold LAD as of Q1 2019.

  • WESPAC Advisors SoCal reported no remaining Lithia Motors position as of Q1 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 58 Lithia Motors shares in Q1 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Lithia Motors in Q4 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Lithia Motors position peaked at $4K in Q4 2018.
  • 231 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.