Harvest Group Wealth Management’s Lithia Motors LAD Stock Holding History

Harvest Group Wealth Management’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	-4	Closed	-$1K	–	391
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	496
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	473
2020 Q2	$0	Hold	4	–	–	﹤0.01%	677
2020 Q1	$0	Sell	4 -28	-88%	-$3.38K	﹤0.01%	758
2019 Q4	$4K	Hold	32	–	–	﹤0.01%	429
2019 Q3	$4K	Hold	32	–	–	﹤0.01%	478
2019 Q2	$3K	Hold	32	–	–	﹤0.01%	458
2019 Q1	$3K	Buy	+32	New	+$2.78K	﹤0.01%	506

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

Harvest Group Wealth Management's LAD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in LAD in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

Harvest Group Wealth Management reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 4 Lithia Motors shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Lithia Motors in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Lithia Motors position peaked at $4K in Q4 2019.
389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.