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Interchange Capital Partners’s Lithia Motors LAD Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-63
Closed -$18K – 704
2020
Q4 		$18K Buy
+63
New +$17.2K 0.01% 658

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ACM
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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

Interchange Capital Partners's LAD Position: Q1 2021 in Review

Interchange Capital Partners sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 63 shares — an estimated $18K sold.

Interchange Capital Partners first reported a position in LAD in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

  • Interchange Capital Partners reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 63 Lithia Motors shares in Q1 2021, an estimated $18K.
  • Interchange Capital Partners first reported a position in Lithia Motors in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Lithia Motors position peaked at $18K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.