Aperture Investors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,542
| Closed | -$930K | – | 76 |
|
|
2022
Q4 | $930K | Sell |
4,542
-1,984
| -30% | -$406K | 0.15% | 61 |
|
|
2022
Q3 | $1.4M | Sell |
6,526
-3,397
| -34% | -$729K | 0.23% | 59 |
|
|
2022
Q2 | $2.73M | Sell |
9,923
-2,193
| -18% | -$603K | 0.45% | 49 |
|
|
2022
Q1 | $3.64M | Sell |
12,116
-3,880
| -24% | -$1.16M | 0.47% | 50 |
|
|
2021
Q4 | $4.75M | Sell |
15,996
-4,062
| -20% | -$1.21M | 0.61% | 45 |
|
|
2021
Q3 | $6.36M | Sell |
20,058
-1,836
| -8% | -$582K | 0.85% | 39 |
|
|
2021
Q2 | $7.52M | Buy |
21,894
+11,358
| +108% | +$3.9M | 0.86% | 40 |
|
|
2021
Q1 | $4.11M | Sell |
10,536
-5,818
| -36% | -$2.27M | 0.63% | 49 |
|
|
2020
Q4 | $4.79M | Buy |
+16,354
| New | +$4.79M | 0.81% | 45 |
|