tru Independence’s Lithia Motors LAD Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-13	Closed	-$2	–	616
2020 Q2	$2	Hold	13	–	–	﹤0.01%	803
2020 Q1	$1	Hold	13	–	–	﹤0.01%	681
2019 Q4	$1K	Buy	+13	New	+$1.95K	﹤0.01%	874

Other funds holding LAD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

SCA

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

tru Independence's LAD Position: Q3 2020 in Review

tru Independence sold out of Lithia Motors (LAD) in Q3 2020, closing a stake of 13 shares — an estimated $2 sold.

tru Independence first reported a position in LAD in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 353 funds tracked by Wall St. Rank hold LAD as of Q3 2020.

tru Independence reported no remaining Lithia Motors position as of Q3 2020 after selling out during the quarter.
tru Independence sold 13 Lithia Motors shares in Q3 2020, an estimated $2.
tru Independence first reported a position in Lithia Motors in Q4 2019 and held it in 3 quarters.
tru Independence's Lithia Motors position peaked at $1K in Q4 2019.
353 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.