O'Neil Global Advisors’s Lithia Motors LAD Stock Holding History

O'Neil 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 Q2	–	Sell	-1,038	Closed	-$405K	–	111
2021 Q1	$405K	Buy	+1,038	New	+$373K	0.39%	44

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

O'Neil Global Advisors's LAD Position: Q2 2021 in Review

O'Neil Global Advisors sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 1,038 shares — an estimated $405K sold.

O'Neil Global Advisors first reported a position in LAD in Q1 2021 and held it in 1 quarter. The position peaked at $405K in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

O'Neil Global Advisors reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
O'Neil Global Advisors sold 1,038 Lithia Motors shares in Q2 2021, an estimated $405K.
O'Neil Global Advisors first reported a position in Lithia Motors in Q1 2021 and held it in 1 quarter.
O'Neil Global Advisors's Lithia Motors position peaked at $405K in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on O'Neil Global Advisors's 13F filing for Q2 2021, filed 12 Jul 2021.