Toth Financial Advisory’s Lithia Motors LAD Stock Holding History

Toth Financial Advisory’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	-1,950	Closed	-$761K	–	719
2021 Q1	$761K	Buy	1,950 +900	+86%	+$323K	0.12%	127
2020 Q4	$307K	Buy	+1,050	New	+$287K	0.05%	175
2018 Q1	–	Sell	-4,500	Closed	-$511K	–	446
2017 Q4	$511K	Buy	+4,500	New	+$523K	0.12%	122
2016 Q4	–	Sell	-5,415	Closed	-$517K	–	122
2016 Q3	$517K	Buy	+5,415	New	+$455K	0.15%	108
2016 Q1	–	Sell	-4,800	Closed	-$512K	–	110
2015 Q4	$512K	Buy	4,800 +85	+2%	+$9.77K	0.17%	91
2015 Q3	$510K	Hold	4,715	–	–	0.19%	81
2015 Q2	$534K	Buy	+4,715	New	+$502K	0.18%	93

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Toth Financial Advisory's LAD Position: Q2 2021 in Review

Toth Financial Advisory sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 1,950 shares — an estimated $761K sold.

Toth Financial Advisory first reported a position in LAD in Q2 2015 and held it in 7 quarters. The position peaked at $761K in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

Toth Financial Advisory reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
Toth Financial Advisory sold 1,950 Lithia Motors shares in Q2 2021, an estimated $761K.
Toth Financial Advisory first reported a position in Lithia Motors in Q2 2015 and held it in 7 quarters.
Toth Financial Advisory's Lithia Motors position peaked at $761K in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.