ACA
LOTZ

Anchor Capital Advisors’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Anchor Capital Advisors’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-133,225
Closed -$302K – 290
2021
Q4 		$302K Sell
133,225
-16,675
-11% -$54.6K 0.01% 251
2021
Q3 		$571K Sell
149,900
-3,410
-2% -$14.7K 0.01% 217
2021
Q2 		$837K Buy
153,310
+15,325
+11% +$96.6K 0.02% 193
2021
Q1 		$984K Buy
137,985
+36,655
+36% +$356K 0.02% 183
2020
Q4 		$1.14M Buy
+101,330
New +$1.04M 0.03% 166

Other funds holding LOTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Anchor Capital Advisors's LOTZ Position: Q1 2022 in Review

Anchor Capital Advisors sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q1 2022, closing a stake of 133,225 shares — an estimated $302K sold.

Anchor Capital Advisors first reported a position in LOTZ in Q4 2020 and held it in 5 quarters. The position peaked at $1.14M in Q4 2020. 94 funds tracked by Wall St. Rank hold LOTZ as of Q1 2022.

  • Anchor Capital Advisors reported no remaining CarLotz, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
  • Anchor Capital Advisors sold 133,225 CarLotz, Inc. Class A Common Stock shares in Q1 2022, an estimated $302K.
  • Anchor Capital Advisors first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2020 and held it in 5 quarters.
  • Anchor Capital Advisors's CarLotz, Inc. Class A Common Stock position peaked at $1.14M in Q4 2020.
  • 94 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q1 2022.

Based on Anchor Capital Advisors's 13F filing for Q1 2022, filed 6 May 2022.