APG
AN icon

Abacus Planning Group’s AutoNation AN Stock Holding History

Abacus Planning Group’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335K Sell
1,717
-158
-8% -$31.9K 0.05% 184
2025
Q4 		$387K Hold
1,875
– – 0.05% 163
2025
Q3 		$410K Hold
1,875
– – 0.06% 151
2025
Q2 		$372K Hold
1,875
– – 0.06% 160
2025
Q1 		$304K Hold
1,875
– – 0.05% 163
2024
Q4 		$318K Hold
1,875
– – 0.06% 158
2024
Q3 		$335K Hold
1,875
– – 0.06% 155
2024
Q2 		$299K Sell
1,875
-198
-10% -$32.3K 0.06% 161
2024
Q1 		$343K Buy
2,073
+236
+13% +$34.7K 0.07% 134
2023
Q4 		$276K Sell
1,837
-43
-2% -$5.93K 0.06% 154
2023
Q3 		$285K Hold
1,880
– – 0.07% 141
2023
Q2 		$309K Buy
+1,880
New +$261K 0.07% 135

Other funds holding AN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return