SS
LOTZ

Steve Schonfeld’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Steve Schonfeld’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
Q2 		– Sell
-110,000
Closed -$785K – 2476
2021
Q1 		$785K Buy
+110,000
New +$1.07M 0.01% 985

Other funds holding LOTZ

TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steve Schonfeld's LOTZ Position: Q3 2021 in Review

Steve Schonfeld sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q3 2021, closing a stake of 111,049 shares — an estimated $606K sold.

Steve Schonfeld first reported a position in LOTZ in Q3 2020 and held it in 3 quarters. The position peaked at $3.13M in Q1 2021. 85 funds tracked by Wall St. Rank hold LOTZ as of Q3 2021.

  • Steve Schonfeld reported no remaining CarLotz, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Steve Schonfeld sold 111,049 CarLotz, Inc. Class A Common Stock shares in Q3 2021, an estimated $606K.
  • Steve Schonfeld first reported a position in CarLotz, Inc. Class A Common Stock in Q3 2020 and held it in 3 quarters.
  • Steve Schonfeld's CarLotz, Inc. Class A Common Stock position peaked at $3.13M in Q1 2021.
  • 85 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q3 2021.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.