Fortem Financial Group’s Lithia Motors LAD Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-542	Closed	-$159K	–	314
2020 Q4	$159K	Buy	+542	New	+$148K	0.1%	162

Other funds holding LAD

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Fortem Financial Group's LAD Position: Q1 2021 in Review

Fortem Financial Group sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 542 shares — an estimated $159K sold.

Fortem Financial Group first reported a position in LAD in Q4 2020 and held it in 1 quarter. The position peaked at $159K in Q4 2020. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

Fortem Financial Group reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 542 Lithia Motors shares in Q1 2021, an estimated $159K.
Fortem Financial Group first reported a position in Lithia Motors in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Lithia Motors position peaked at $159K in Q4 2020.
389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.