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Allred Capital Management’s Lithia Motors LAD Stock Holding History

Allred Capital Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13
Closed -$5.07K – 496
2021
Q1 		$5.07K Buy
+13
New +$4.67K ﹤0.01% 674
2020
Q1 		– Sell
-36
Closed -$5.29K – 435
2019
Q4 		$5.29K Buy
+36
New +$5.41K ﹤0.01% 656

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allred Capital Management's LAD Position: Q2 2021 in Review

Allred Capital Management sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 13 shares — an estimated $5.07K sold.

Allred Capital Management first reported a position in LAD in Q4 2019 and held it in 2 quarters. The position peaked at $5.29K in Q4 2019. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

  • Allred Capital Management reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 13 Lithia Motors shares in Q2 2021, an estimated $5.07K.
  • Allred Capital Management first reported a position in Lithia Motors in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Lithia Motors position peaked at $5.29K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.