Ziegler Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-634
| Closed | -$218K | – | 440 |
|
|
2021
Q2 | $218K | Sell |
634
-39,286
| -98% | -$13.5M | 0.01% | 426 |
|
|
2021
Q1 | $15.6M | Sell |
39,920
-9,800
| -20% | -$3.82M | 0.49% | 65 |
|
|
2020
Q4 | $14.6M | Buy |
49,720
+249
| +0.5% | +$72.9K | 0.48% | 59 |
|
|
2020
Q3 | $11.3M | Sell |
49,471
-1,709
| -3% | -$390K | 0.43% | 63 |
|
|
2020
Q2 | $7.75M | Buy |
+51,180
| New | +$7.75M | 0.25% | 130 |
|