William Blair Investment Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-47,219
| Closed | -$18.4M | – | 475 |
|
|
2021
Q1 | $18.4M | Sell |
47,219
-51,383
| -52% | -$20M | 0.06% | 231 |
|
|
2020
Q4 | $28.9M | Sell |
98,602
-16,531
| -14% | -$4.84M | 0.1% | 175 |
|
|
2020
Q3 | $26.2M | Buy |
115,133
+4,462
| +4% | +$1.02M | 0.1% | 165 |
|
|
2020
Q2 | $16.7M | Sell |
110,671
-43,613
| -28% | -$6.6M | 0.07% | 200 |
|
|
2020
Q1 | $12.6M | Buy |
154,284
+17,968
| +13% | +$1.47M | 0.06% | 217 |
|
|
2019
Q4 | $20M | Sell |
136,316
-4,799
| -3% | -$705K | 0.08% | 198 |
|
|
2019
Q3 | $18.7M | Buy |
141,115
+7,446
| +6% | +$986K | 0.08% | 213 |
|
|
2019
Q2 | $15.9M | Sell |
133,669
-53,121
| -28% | -$6.31M | 0.07% | 254 |
|
|
2019
Q1 | $17.3M | Buy |
186,790
+48,858
| +35% | +$4.53M | 0.07% | 240 |
|
|
2018
Q4 | $10.5M | Buy |
137,932
+8,512
| +7% | +$650K | 0.05% | 304 |
|
|
2018
Q3 | $10.6M | Buy |
129,420
+52,110
| +67% | +$4.26M | 0.04% | 333 |
|
|
2018
Q2 | $7.31M | Buy |
77,310
+8,113
| +12% | +$767K | 0.03% | 348 |
|
|
2018
Q1 | $6.96M | Sell |
69,197
-21,936
| -24% | -$2.21M | 0.03% | 337 |
|
|
2017
Q4 | $10.4M | Sell |
91,133
-14,606
| -14% | -$1.66M | 0.04% | 299 |
|
|
2017
Q3 | $12.7M | Buy |
105,739
+4,507
| +4% | +$542K | 0.05% | 301 |
|
|
2017
Q2 | $9.54M | Buy |
101,232
+27,753
| +38% | +$2.62M | 0.03% | 310 |
|
|
2017
Q1 | $6.29M | Sell |
73,479
-5,381
| -7% | -$461K | 0.02% | 329 |
|
|
2016
Q4 | $7.64M | Sell |
78,860
-1,355
| -2% | -$131K | 0.03% | 326 |
|
|
2016
Q3 | $7.66M | Buy |
80,215
+5,707
| +8% | +$545K | 0.03% | 328 |
|
|
2016
Q2 | $5.3M | Buy |
+74,508
| New | +$5.3M | 0.02% | 348 |
|