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Narus Financial Partners’s Lithia Motors LAD Stock Holding History

Narus Financial 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 		$236K Buy
+604
New +$217K 0.14% 93

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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

Narus Financial Partners's LAD Position: Q1 2021 in Review

Narus Financial Partners opened a new position in Lithia Motors (LAD) in Q1 2021: 604 shares worth $236K. The stake represents 0.14% of the portfolio and ranks #93 among its holdings.

389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

  • Narus Financial Partners held 604 shares of Lithia Motors worth $236K as of Q1 2021.
  • Lithia Motors was a new Narus Financial Partners position in Q1 2021.
  • Lithia Motors made up 0.14% of Narus Financial Partners's portfolio in Q1 2021, its #93 holding.
  • 389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Narus Financial Partners's 13F filing for Q1 2021, filed 7 Mar 2024.