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IndexIQ Advisors’s Lithia Motors LAD Stock Holding History

IndexIQ 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
Q1 		– Sell
-2,561
Closed -$750K – 1232
2020
Q4 		$750K Buy
2,561
+265
+12% +$72.5K 0.03% 274
2020
Q3 		$523K Buy
2,296
+125
+6% +$28.1K 0.02% 263
2020
Q2 		$329K Sell
2,171
-199
-8% -$22.8K 0.01% 312
2020
Q1 		$194K Sell
2,370
-6,375
-73% -$769K 0.01% 353
2019
Q4 		$1.29M Sell
8,745
-2,776
-24% -$417K 0.05% 202
2019
Q3 		$1.52M Sell
11,521
-2,160
-16% -$276K 0.05% 204
2019
Q2 		$1.63M Sell
13,681
-3,527
-20% -$390K 0.05% 197
2019
Q1 		$1.6M Sell
17,208
-3,694
-18% -$321K 0.05% 236
2018
Q4 		$1.59M Sell
20,902
-1,713
-8% -$135K 0.04% 307
2018
Q3 		$1.85M Buy
22,615
+855
+4% +$75.4K 0.06% 361
2018
Q2 		$2.06M Buy
21,760
+1,707
+9% +$169K 0.06% 343
2018
Q1 		$2.02M Buy
+20,053
New +$2.27M 0.06% 275

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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

IndexIQ Advisors's LAD Position: Q1 2021 in Review

IndexIQ Advisors sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 2,561 shares — an estimated $750K sold.

IndexIQ Advisors first reported a position in LAD in Q1 2018 and held it in 12 quarters. The position peaked at $2.06M in Q2 2018. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

  • IndexIQ Advisors reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 2,561 Lithia Motors shares in Q1 2021, an estimated $750K.
  • IndexIQ Advisors first reported a position in Lithia Motors in Q1 2018 and held it in 12 quarters.
  • IndexIQ Advisors's Lithia Motors position peaked at $2.06M in Q2 2018.
  • 389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.