Zacks Investment Management’s Lithia Motors LAD Stock Holding History

Zacks Investment Management’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
2017 Q4	–	Sell	-11,757	Closed	-$1.41M	–	615
2017 Q3	$1.41M	Buy	+11,757	New	+$1.23M	0.03%	304
2016 Q2	–	Sell	-6,575	Closed	-$574K	–	677
2016 Q1	$574K	Buy	6,575 +210	+3%	+$18K	0.02%	432
2015 Q4	$679K	Sell	6,365 -2,937	-32%	-$337K	0.02%	372
2015 Q3	$1.01M	Buy	+9,302	New	+$1.04M	0.04%	292
2014 Q4	–	Sell	-11,182	Closed	-$846K	–	695
2014 Q3	$846K	Buy	+11,182	New	+$990K	0.03%	292
2014 Q2	–	Sell	-8,089	Closed	-$538K	–	705
2014 Q1	$538K	Buy	+8,089	New	+$505K	0.02%	374
2013 Q4	–	Sell	-6,195	Closed	-$452K	–	706
2013 Q3	$452K	Buy	6,195 +702	+13%	+$45.9K	0.02%	371
2013 Q2	$293K	Buy	+5,493	New	+$276K	0.01%	456

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's LAD Position: Q4 2017 in Review

Zacks Investment Management sold out of Lithia Motors (LAD) in Q4 2017, closing a stake of 11,757 shares — an estimated $1.41M sold.

Zacks Investment Management first reported a position in LAD in Q2 2013 and held it in 8 quarters. The position peaked at $1.41M in Q3 2017. 241 funds tracked by Wall St. Rank hold LAD as of Q4 2017.

Zacks Investment Management reported no remaining Lithia Motors position as of Q4 2017 after selling out during the quarter.
Zacks Investment Management sold 11,757 Lithia Motors shares in Q4 2017, an estimated $1.41M.
Zacks Investment Management first reported a position in Lithia Motors in Q2 2013 and held it in 8 quarters.
Zacks Investment Management's Lithia Motors position peaked at $1.41M in Q3 2017.
241 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2017.

Based on Zacks Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.