WCM
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Weld Capital Management’s Lithia Motors LAD Stock Holding History

Weld Capital Management’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
Q3 		– Sell
-627
Closed -$215K – 101
2021
Q2 		$215K Buy
+627
New +$227K 0.22% 196
2020
Q4 		– Sell
-1,693
Closed -$386K – 587
2020
Q3 		$386K Sell
1,693
-3,466
-67% -$779K 0.15% 232
2020
Q2 		$781K Buy
+5,159
New +$591K 0.31% 109

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Weld Capital Management's LAD Position: Q3 2021 in Review

Weld Capital Management sold out of Lithia Motors (LAD) in Q3 2021, closing a stake of 627 shares — an estimated $215K sold.

Weld Capital Management first reported a position in LAD in Q2 2020 and held it in 3 quarters. The position peaked at $781K in Q2 2020. 423 funds tracked by Wall St. Rank hold LAD as of Q3 2021.

  • Weld Capital Management reported no remaining Lithia Motors position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 627 Lithia Motors shares in Q3 2021, an estimated $215K.
  • Weld Capital Management first reported a position in Lithia Motors in Q2 2020 and held it in 3 quarters.
  • Weld Capital Management's Lithia Motors position peaked at $781K in Q2 2020.
  • 423 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.