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Sowell Financial Services’s Lithia Motors LAD Stock Holding History

Sowell Financial Services’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
-255
Closed -$97K – 1723
2021
Q1 		$97K Sell
255
-139
-35% -$49.9K ﹤0.01% 1377
2020
Q4 		$115K Buy
394
+383
+3,482% +$105K ﹤0.01% 1095
2020
Q3 		$3K Buy
11
+1
+10% +$225 ﹤0.01% 2132
2020
Q2 		$2K Hold
10
– – ﹤0.01% 2169
2020
Q1 		$1K Hold
10
– – ﹤0.01% 2273
2019
Q4 		$1K Hold
10
– – ﹤0.01% 2365
2019
Q3 		$1K Buy
+10
New +$1.28K ﹤0.01% 2261

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sowell Financial Services's LAD Position: Q2 2021 in Review

Sowell Financial Services sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 255 shares — an estimated $97K sold.

Sowell Financial Services first reported a position in LAD in Q3 2019 and held it in 7 quarters. The position peaked at $115K in Q4 2020. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

  • Sowell Financial Services reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 255 Lithia Motors shares in Q2 2021, an estimated $97K.
  • Sowell Financial Services first reported a position in Lithia Motors in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Lithia Motors position peaked at $115K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.