AIC
LAD icon

Archer Investment Corporation’s Lithia Motors LAD Stock Holding History

Archer Investment Corporation’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
2020
Q4 		– Sell
-224
Closed -$51.1K – 722
2020
Q3 		$51.1K Hold
224
– – 0.03% 255
2020
Q2 		$33.9K Hold
224
– – 0.02% 296
2020
Q1 		$18K Hold
224
– – 0.01% 361
2019
Q4 		$33K Buy
+224
New +$33.7K 0.02% 324

Other funds holding LAD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Archer Investment Corporation's LAD Position: Q4 2020 in Review

Archer Investment Corporation sold out of Lithia Motors (LAD) in Q4 2020, closing a stake of 224 shares — an estimated $51.1K sold.

Archer Investment Corporation first reported a position in LAD in Q4 2019 and held it in 4 quarters. The position peaked at $51.1K in Q3 2020. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

  • Archer Investment Corporation reported no remaining Lithia Motors position as of Q4 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 224 Lithia Motors shares in Q4 2020, an estimated $51.1K.
  • Archer Investment Corporation first reported a position in Lithia Motors in Q4 2019 and held it in 4 quarters.
  • Archer Investment Corporation's Lithia Motors position peaked at $51.1K in Q3 2020.
  • 367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on Archer Investment Corporation's 13F filing for Q4 2020, filed 11 Feb 2021.