DCM Advisors’s Lithia Motors LAD Stock Holding History

DCM 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	-3,152	Closed	-$1.23M	–	256
2021 Q1	$1.23M	Buy	3,152 +152	+5%	+$54.6K	0.72%	41
2020 Q4	$878K	Buy	+3,000	New	+$821K	0.51%	66

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

DCM Advisors's LAD Position: Q2 2021 in Review

DCM Advisors sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 3,152 shares — an estimated $1.23M sold.

DCM Advisors first reported a position in LAD in Q4 2020 and held it in 2 quarters. The position peaked at $1.23M in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

DCM Advisors reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
DCM Advisors sold 3,152 Lithia Motors shares in Q2 2021, an estimated $1.23M.
DCM Advisors first reported a position in Lithia Motors in Q4 2020 and held it in 2 quarters.
DCM Advisors's Lithia Motors position peaked at $1.23M in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on DCM Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.