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

Sheets Smith Wealth 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
2021
Q4 		– Sell
-1,212
Closed -$384K – 390
2021
Q3 		$384K Hold
1,212
– – 0.05% 257
2021
Q2 		$416K Hold
1,212
– – 0.06% 251
2021
Q1 		$473K Hold
1,212
– – 0.07% 213
2020
Q4 		$355K Buy
+1,212
New +$332K 0.05% 255

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Sheets Smith Wealth Management's LAD Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 1,212 shares — an estimated $384K sold.

Sheets Smith Wealth Management first reported a position in LAD in Q4 2020 and held it in 4 quarters. The position peaked at $473K in Q1 2021. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

  • Sheets Smith Wealth Management reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,212 Lithia Motors shares in Q4 2021, an estimated $384K.
  • Sheets Smith Wealth Management first reported a position in Lithia Motors in Q4 2020 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Lithia Motors position peaked at $473K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.