AMP Capital Investors’s Lithia Motors LAD Stock Holding History

AMP Capital Investors’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 Q1	–	Sell	-1,178	Closed	-$345K	–	1275
2020 Q4	$345K	Sell	1,178 -1,127	-49%	-$308K	﹤0.01%	1088
2020 Q3	$514K	Buy	+2,305	New	+$518K	﹤0.01%	926
2020 Q1	–	Sell	-3,900	Closed	-$574K	–	1191
2019 Q4	$574K	Hold	3,900	–	–	﹤0.01%	955
2019 Q3	$508K	Buy	+3,900	New	+$498K	﹤0.01%	977

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

AMP Capital Investors's LAD Position: Q1 2021 in Review

AMP Capital Investors sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 1,178 shares — an estimated $345K sold.

AMP Capital Investors first reported a position in LAD in Q3 2019 and held it in 4 quarters. The position peaked at $574K in Q4 2019. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

AMP Capital Investors reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
AMP Capital Investors sold 1,178 Lithia Motors shares in Q1 2021, an estimated $345K.
AMP Capital Investors first reported a position in Lithia Motors in Q3 2019 and held it in 4 quarters.
AMP Capital Investors's Lithia Motors position peaked at $574K in Q4 2019.
389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on AMP Capital Investors's 13F filing for Q1 2021, filed 17 May 2021.