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Zweig-DiMenna Associates’s Lithia Motors LAD Stock Holding History

Zweig-DiMenna Associates’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
2018
Q4 		– Sell
-60,000
Closed -$4.9M – 153
2018
Q3 		$4.9M Buy
+60,000
New +$5.29M 0.41% 80
2017
Q1 		– Sell
-2,600
Closed -$252K – 202
2016
Q4 		$252K Hold
2,600
– – 0.02% 177
2016
Q3 		$248K Sell
2,600
-500
-16% -$42K 0.02% 134
2016
Q2 		$220K Buy
+3,100
New +$248K 0.02% 127

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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zweig-DiMenna Associates's LAD Position: Q4 2018 in Review

Zweig-DiMenna Associates sold out of Lithia Motors (LAD) in Q4 2018, closing a stake of 60,000 shares — an estimated $4.9M sold.

Zweig-DiMenna Associates first reported a position in LAD in Q2 2016 and held it in 4 quarters. The position peaked at $4.9M in Q3 2018. 226 funds tracked by Wall St. Rank hold LAD as of Q4 2018.

  • Zweig-DiMenna Associates reported no remaining Lithia Motors position as of Q4 2018 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 60,000 Lithia Motors shares in Q4 2018, an estimated $4.9M.
  • Zweig-DiMenna Associates first reported a position in Lithia Motors in Q2 2016 and held it in 4 quarters.
  • Zweig-DiMenna Associates's Lithia Motors position peaked at $4.9M in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2018, filed 25 Jan 2019.