Eventide Balanced Fund LAD Holdings History
Eventide Balanced Fund's Lithia Motors Inc Holding Summary
As of 2025-03-31, Eventide Balanced Fund held 8,977.00 shares of Lithia Motors Inc(LAD), totaling $2.64 Mil. This investment constitutes 1.33% of their stock portfolio, and Eventide Balanced Fund now holds 0.03% of the outstanding Lithia Motors Inc(LAD) stock.
The initial trade took place in 2023Q1. And since then Eventide Balanced Fund has made 5 purchases of LAD, at an average price of $282.56, for a total of 30,063.00 shares. In addition, there have been 2 sales at an average price of $268.04 for 21,086.00 shares. Based on historical transaction data and LAD's current price of $348.90, Eventide Balanced Fund's estimated gain on his LAD holdings is $289,493.81, reflecting a 3.41% gain to date.
Eventide Balanced Fund LAD ($348.90) Holding Chart
Eventide Balanced Fund LAD ($348.90) 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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