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Magnus Financial Group’s Lithia Motors LAD Stock Holding History

Magnus Financial Group’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
-717
Closed -$210K – 300
2020
Q4 		$210K Buy
+717
New +$196K 0.02% 294
2020
Q3 		– Sell
-2,657
Closed -$402K – 483
2020
Q2 		$402K Buy
+2,657
New +$304K 0.04% 221
2020
Q1 		– Sell
-1,787
Closed -$263K – 629
2019
Q4 		$263K Hold
1,787
– – 0.04% 360
2019
Q3 		$237K Hold
1,787
– – 0.04% 372
2019
Q2 		$212K Buy
+1,787
New +$198K 0.04% 430

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

Magnus Financial Group's LAD Position: Q1 2021 in Review

Magnus Financial Group sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 717 shares — an estimated $210K sold.

Magnus Financial Group first reported a position in LAD in Q2 2019 and held it in 5 quarters. The position peaked at $402K in Q2 2020. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

  • Magnus Financial Group reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 717 Lithia Motors shares in Q1 2021, an estimated $210K.
  • Magnus Financial Group first reported a position in Lithia Motors in Q2 2019 and held it in 5 quarters.
  • Magnus Financial Group's Lithia Motors position peaked at $402K in Q2 2020.
  • 389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.