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Berman Capital Advisors’s Lithia Motors LAD Stock Holding History

Berman 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
Q3 		$31K Buy
98
+46
+88% +$16K ﹤0.01% 850
2021
Q2 		$17K Buy
52
+49
+1,633% +$17.7K ﹤0.01% 966
2021
Q1 		$1K Buy
+3
New +$1.08K ﹤0.01% 1658

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's LAD Position: Q3 2021 in Review

Berman Capital Advisors increased its Lithia Motors (LAD) stake by 88% in Q3 2021, buying an estimated $16K and bringing the position to 98 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Berman Capital Advisors first reported a position in LAD in Q1 2021 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold LAD as of Q3 2021.

  • Berman Capital Advisors held 98 shares of Lithia Motors worth $31K as of Q3 2021.
  • Berman Capital Advisors bought 46 Lithia Motors shares in Q3 2021, an estimated $16K.
  • Lithia Motors made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #850 holding.
  • Berman Capital Advisors first reported a position in Lithia Motors in Q1 2021 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.