Lebenthal Global Advisors’s Lithia Motors LAD Stock Holding History

Lebenthal Global 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	-527	Closed	-$154K	–	353
2020 Q4	$154K	Buy	+527	New	+$144K	0.11%	119

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

Lebenthal Global Advisors's LAD Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 527 shares — an estimated $154K sold.

Lebenthal Global Advisors first reported a position in LAD in Q4 2020 and held it in 1 quarter. The position peaked at $154K in Q4 2020. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

Lebenthal Global Advisors reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 527 Lithia Motors shares in Q1 2021, an estimated $154K.
Lebenthal Global Advisors first reported a position in Lithia Motors in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's Lithia Motors position peaked at $154K in Q4 2020.
389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

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