SI
LOTZ

Shaker Investments’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Shaker Investments’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-37,758
Closed -$144K – 97
2021
Q3 		$144K Buy
37,758
+75
+0.2% +$323 0.06% 94
2021
Q2 		$206K Buy
+37,683
New +$238K 0.1% 91

Other funds holding LOTZ

TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Shaker Investments's LOTZ Position: Q4 2021 in Review

Shaker Investments sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2021, closing a stake of 37,758 shares — an estimated $144K sold.

Shaker Investments first reported a position in LOTZ in Q2 2021 and held it in 2 quarters. The position peaked at $206K in Q2 2021. 103 funds tracked by Wall St. Rank hold LOTZ as of Q4 2021.

  • Shaker Investments reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Shaker Investments sold 37,758 CarLotz, Inc. Class A Common Stock shares in Q4 2021, an estimated $144K.
  • Shaker Investments first reported a position in CarLotz, Inc. Class A Common Stock in Q2 2021 and held it in 2 quarters.
  • Shaker Investments's CarLotz, Inc. Class A Common Stock position peaked at $206K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2021.

Based on Shaker Investments's 13F filing for Q4 2021, filed 8 Feb 2022.