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Sheets Smith Investment Management’s Lithia Motors LAD Stock Holding History

Sheets Smith Investment Management’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
2020
Q4 		$832K Buy
+2,843
New +$778K 0.75% 44

Other funds holding LAD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Sheets Smith Investment Management's LAD Position: Q4 2020 in Review

Sheets Smith Investment Management opened a new position in Lithia Motors (LAD) in Q4 2020: 2,843 shares worth $832K. The stake represents 0.75% of the portfolio and ranks #44 among its holdings.

367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

  • Sheets Smith Investment Management held 2,843 shares of Lithia Motors worth $832K as of Q4 2020.
  • Lithia Motors was a new Sheets Smith Investment Management position in Q4 2020.
  • Lithia Motors made up 0.75% of Sheets Smith Investment Management's portfolio in Q4 2020, its #44 holding.
  • 367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on Sheets Smith Investment Management's 13F filing for Q4 2020, filed 24 Feb 2021.