Solstein Capital’s Lithia Motors LAD Stock Holding History

Solstein Capital’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	-30	Closed	-$10K	–	450
2021 Q3	$10K	Hold	30	–	–	0.01%	358
2021 Q2	$10K	Buy	+30	New	+$10.8K	0.01%	334

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Solstein Capital's LAD Position: Q4 2021 in Review

Solstein Capital sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 30 shares — an estimated $10K sold.

Solstein Capital first reported a position in LAD in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

Solstein Capital reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
Solstein Capital sold 30 Lithia Motors shares in Q4 2021, an estimated $10K.
Solstein Capital first reported a position in Lithia Motors in Q2 2021 and held it in 2 quarters.
Solstein Capital's Lithia Motors position peaked at $10K in Q3 2021.
430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Solstein Capital's 13F filing for Q4 2021, filed 27 Jan 2022.