CIBC World Markets’s Lithia Motors LAD Stock Holding History

CIBC World Markets’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	-2,860	Closed	-$1.12M	–	793
2021 Q1	$1.12M	Buy	+2,860	New	+$1.03M	0.01%	581

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

CIBC World Markets's LAD Position: Q2 2021 in Review

CIBC World Markets sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 2,860 shares — an estimated $1.12M sold.

CIBC World Markets first reported a position in LAD in Q1 2021 and held it in 1 quarter. The position peaked at $1.12M in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

CIBC World Markets reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
CIBC World Markets sold 2,860 Lithia Motors shares in Q2 2021, an estimated $1.12M.
CIBC World Markets first reported a position in Lithia Motors in Q1 2021 and held it in 1 quarter.
CIBC World Markets's Lithia Motors position peaked at $1.12M in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on CIBC World Markets's 13F filing for Q2 2021, filed 10 Aug 2021.