AMG River Road Small-Mid Cap Value Fund LAD Holdings History
AMG River Road Small-Mid Cap Value Fund's Lithia Motors Inc Holding Summary
As of 2025-04-30, AMG Funds IV held 29,056.00 shares of Lithia Motors Inc(LAD), totaling $8.51 Mil. This investment constitutes 2.84% of their stock portfolio, and AMG Funds IV now holds 0.11% of the outstanding Lithia Motors Inc(LAD) stock.
The initial trade took place in 2023Q2. And since then AMG River Road Small-Mid Cap Value Fund has made 4 purchases of LAD, at an average price of $259.48, for a total of 43,518.00 shares. In addition, there have been 2 sales at an average price of $277.30 for 14,462.00 shares. Based on historical transaction data and LAD's current price of $352.90, AMG River Road Small-Mid Cap Value Fund's estimated gain on his LAD holdings is $2.97 Mil, reflecting a 26.32% gain to date.
AMG River Road Small-Mid Cap Value Fund LAD ($352.90) Holding Chart
AMG River Road Small-Mid Cap Value 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
