Aptus Capital Advisors’s Lithia Motors LAD Stock Holding History

Aptus Capital Advisors’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	-1,340	Closed	-$523K	–	587
2021 Q1	$523K	Buy	+1,340	New	+$481K	0.02%	269

Other funds holding LAD

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

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

Aptus Capital Advisors's LAD Position: Q2 2021 in Review

Aptus Capital Advisors sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 1,340 shares — an estimated $523K sold.

Aptus Capital Advisors first reported a position in LAD in Q1 2021 and held it in 1 quarter. The position peaked at $523K in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

Aptus Capital Advisors reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
Aptus Capital Advisors sold 1,340 Lithia Motors shares in Q2 2021, an estimated $523K.
Aptus Capital Advisors first reported a position in Lithia Motors in Q1 2021 and held it in 1 quarter.
Aptus Capital Advisors's Lithia Motors position peaked at $523K in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on Aptus Capital Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.