FinTrust Capital Advisors’s Lithia Motors LAD Stock Holding History

FinTrust 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
2024 Q3	$2.01K	Hold	6	–	–	﹤0.01%	1212
2024 Q2	$1.6K	Hold	6	–	–	﹤0.01%	1215
2024 Q1	$1.91K	Hold	6	–	–	﹤0.01%	1111
2023 Q4	$2.09K	Hold	6	–	–	﹤0.01%	1073
2023 Q3	$1.87K	Buy	+6	New	+$1.83K	﹤0.01%	1028
2019 Q2	–	Sell	-173	Closed	-$16K	–	1160
2019 Q1	$16K	Buy	173 +15	+9%	+$1.3K	0.01%	661
2018 Q4	$12K	Buy	+158	New	+$12.5K	0.01%	726

Other funds holding LAD

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

FinTrust Capital Advisors's LAD Position: Q3 2024 in Review

FinTrust Capital Advisors held its Lithia Motors (LAD) position steady in Q3 2024 at 6 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

FinTrust Capital Advisors first reported a position in LAD in Q4 2018 and has held it in 7 quarters since. The position peaked at $16K in Q1 2019. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

FinTrust Capital Advisors held 6 shares of Lithia Motors worth $2.01K as of Q3 2024.
FinTrust Capital Advisors left its Lithia Motors share count unchanged in Q3 2024.
Lithia Motors made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1212 holding.
FinTrust Capital Advisors first reported a position in Lithia Motors in Q4 2018 and has held it in 7 quarters since.
FinTrust Capital Advisors's Lithia Motors position peaked at $16K in Q1 2019.
405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.