Level Four Advisory Services’s Lithia Motors LAD Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-1,160	Closed	-$453K	–	661
2021 Q1	$453K	Buy	+1,160	New	+$417K	0.04%	402

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Level Four Advisory Services's LAD Position: Q2 2021 in Review

Level Four Advisory Services sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 1,160 shares — an estimated $453K sold.

Level Four Advisory Services first reported a position in LAD in Q1 2021 and held it in 1 quarter. The position peaked at $453K in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

Level Four Advisory Services reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
Level Four Advisory Services sold 1,160 Lithia Motors shares in Q2 2021, an estimated $453K.
Level Four Advisory Services first reported a position in Lithia Motors in Q1 2021 and held it in 1 quarter.
Level Four Advisory Services's Lithia Motors position peaked at $453K in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.