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Northstar Advisory Group’s Lithia Motors LAD Stock Holding History

Northstar Advisory 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
Q3 		– Sell
-4,820
Closed -$1.66M – 83
2021
Q2 		$1.66M Buy
4,820
+1,065
+28% +$385K 1.04% 30
2021
Q1 		$1.47M Buy
3,755
+1,157
+45% +$416K 1.12% 25
2020
Q4 		$760K Buy
+2,598
New +$711K 0.64% 38

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northstar Advisory Group's LAD Position: Q3 2021 in Review

Northstar Advisory Group sold out of Lithia Motors (LAD) in Q3 2021, closing a stake of 4,820 shares — an estimated $1.66M sold.

Northstar Advisory Group first reported a position in LAD in Q4 2020 and held it in 3 quarters. The position peaked at $1.66M in Q2 2021. 423 funds tracked by Wall St. Rank hold LAD as of Q3 2021.

  • Northstar Advisory Group reported no remaining Lithia Motors position as of Q3 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 4,820 Lithia Motors shares in Q3 2021, an estimated $1.66M.
  • Northstar Advisory Group first reported a position in Lithia Motors in Q4 2020 and held it in 3 quarters.
  • Northstar Advisory Group's Lithia Motors position peaked at $1.66M in Q2 2021.
  • 423 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2021.

Based on Northstar Advisory Group's 13F filing for Q3 2021, filed 14 Oct 2021.