Jim Simons’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,600
| Closed | -$6.71M | – | 4301 |
|
|
2021
Q4 | $6.71M | Sell |
22,600
-38,600
| -63% | -$11.5M | 0.01% | 1324 |
|
|
2021
Q3 | $19.4M | Buy |
+61,200
| New | +$19.4M | 0.03% | 690 |
|
|
2020
Q2 | – | Sell |
-33,800
| Closed | -$2.77M | – | 3620 |
|
|
2020
Q1 | $2.77M | Sell |
33,800
-117,100
| -78% | -$9.58M | ﹤0.01% | 1887 |
|
|
2019
Q4 | $22.2M | Buy |
150,900
+127,300
| +539% | +$18.7M | 0.02% | 948 |
|
|
2019
Q3 | $3.12M | Buy |
+23,600
| New | +$3.12M | ﹤0.01% | 2042 |
|
|
2017
Q2 | – | Sell |
-3,410
| Closed | -$292K | – | 3281 |
|
|
2017
Q1 | $292K | Buy |
+3,410
| New | +$292K | ﹤0.01% | 2912 |
|
|
2016
Q2 | – | Sell |
-48,900
| Closed | -$4.27M | – | 3425 |
|
|
2016
Q1 | $4.27M | Sell |
48,900
-97,784
| -67% | -$8.54M | 0.01% | 1742 |
|
|
2015
Q4 | $15.6M | Buy |
+146,684
| New | +$15.6M | 0.03% | 686 |
|
|
2013
Q3 | – | Sell |
-49,000
| Closed | -$2.61M | – | 2885 |
|
|
2013
Q2 | $2.61M | Buy |
+49,000
| New | +$2.61M | 0.01% | 1444 |
|