Hudson Edge Investment Partners’s Lithia Motors LAD Stock Holding History

Hudson Edge Investment Partners’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
2020 Q4	–	Sell	-2,431	Closed	-$554K	–	143
2020 Q3	$554K	Sell	2,431 -2,188	-47%	-$492K	0.22%	91
2020 Q2	$699K	Sell	4,619 -565	-11%	-$64.7K	0.23%	67
2020 Q1	$424K	Buy	5,184 +326	+7%	+$39.3K	0.16%	82
2019 Q4	$714K	Buy	4,858 +380	+8%	+$57.1K	0.19%	77
2019 Q3	$593K	Sell	4,478 -1,099	-20%	-$140K	0.17%	76
2019 Q2	$662K	Buy	5,577 +720	+15%	+$79.6K	0.19%	64
2019 Q1	$450K	Sell	4,857 -2,215	-31%	-$193K	0.14%	76
2018 Q4	$540K	Sell	7,072 -141	-2%	-$11.2K	0.17%	71
2018 Q3	$589K	Buy	+7,213	New	+$636K	0.1%	96

Other funds holding LAD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCA

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

Hudson Edge Investment Partners's LAD Position: Q4 2020 in Review

Hudson Edge Investment Partners sold out of Lithia Motors (LAD) in Q4 2020, closing a stake of 2,431 shares — an estimated $554K sold.

Hudson Edge Investment Partners first reported a position in LAD in Q3 2018 and held it in 9 quarters. The position peaked at $714K in Q4 2019. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

Hudson Edge Investment Partners reported no remaining Lithia Motors position as of Q4 2020 after selling out during the quarter.
Hudson Edge Investment Partners sold 2,431 Lithia Motors shares in Q4 2020, an estimated $554K.
Hudson Edge Investment Partners first reported a position in Lithia Motors in Q3 2018 and held it in 9 quarters.
Hudson Edge Investment Partners's Lithia Motors position peaked at $714K in Q4 2019.
367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2020, filed 8 Jan 2021.