TAX-MANAGED U.S. SMALL CAP PORTFOLIO LAD Holdings History
TAX-MANAGED U.S. SMALL CAP PORTFOLIO's Lithia Motors Inc Holding Summary
As of 2021-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 48,063.00 shares of Lithia Motors Inc(LAD), totaling $18.47 Mil. This investment constitutes 0.47% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.16% of the outstanding Lithia Motors Inc(LAD) stock.
The initial trade took place in 2019Q4. In addition, there have been 2 sales at an average price of $273.27 for 3,672.00 shares. Based on historical transaction data and LAD's current price of $350.51, TAX-MANAGED U.S. SMALL CAP PORTFOLIO's estimated gain on his LAD holdings is $11.01 Mil, reflecting a 160.83% gain to date.
TAX-MANAGED U.S. SMALL CAP PORTFOLIO LAD ($350.51) Holding Chart
TAX-MANAGED U.S. SMALL CAP PORTFOLIO LAD ($350.51) 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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