AMG GW&K Mid Cap Fund LAD Holdings History

Number of Shares
5,115.00
Current Holdings Value*
$1.91 Mil
% of Portfolio
2.05%
Total Estimate Gain
$594,061.05
% of Total Estimate Gain
35.12%

AMG GW&K Mid Cap Fund's Lithia Motors Inc Holding Summary

As of 2021-02-28, AMG GW&K Mid Cap Fund held 5,115.00 shares of Lithia Motors Inc(LAD), totaling $1.91 Mil. This investment constitutes 2.05% of their stock portfolio, and AMG GW&K Mid Cap Fund now holds 0.02% of the outstanding Lithia Motors Inc(LAD) stock.

The initial trade took place in 2020Q4. And since then AMG GW&K Mid Cap Fund has made 1 purchases of LAD, at an average price of $256.26, for a total of 6,600.00 shares. In addition, there have been 1 sales at an average price of $323.43 for 1,485.00 shares. Based on historical transaction data and LAD's current price of $352.90, AMG GW&K Mid Cap Fund's estimated gain on his LAD holdings is $594,061.05, reflecting a 35.12% gain to date.

AMG GW&K Mid Cap Fund LAD ($352.90) Holding Chart

AMG GW&K Mid Cap Fund LAD ($352.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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