OSTERWEIS CAPITAL MANAGEMENT INC LAD Holdings History
OSTERWEIS CAPITAL MANAGEMENT INC's Lithia Motors Inc Holding Summary
As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 43,124.00 shares of Lithia Motors Inc(LAD), totaling $12.66 Mil. This investment constitutes 0.83% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0.17% of the outstanding Lithia Motors Inc(LAD) stock.
The initial trade took place in 2025Q1. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 1 purchases of LAD, at an average price of $340.53, for a total of 43,124.00 shares. Based on historical transaction data and LAD's current price of $352.10, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his LAD holdings is $498,944.68, reflecting a 3.40% gain to date.
OSTERWEIS CAPITAL MANAGEMENT INC LAD ($352.10) Holding Chart
OSTERWEIS CAPITAL MANAGEMENT INC LAD ($352.10) 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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