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Alera Investment Advisors’s Penske Automotive Group PAG Stock Holding History

Alera Investment Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-26
Closed -$1K – 728
2019
Q1 		$1K Hold
26
– – ﹤0.01% 1024
2018
Q4 		$1K Buy
+26
New +$1.12K ﹤0.01% 971

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's PAG Position: Q2 2019 in Review

Alera Investment Advisors sold out of Penske Automotive Group (PAG) in Q2 2019, closing a stake of 26 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in PAG in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 234 funds tracked by Wall St. Rank hold PAG as of Q2 2019.

  • Alera Investment Advisors reported no remaining Penske Automotive Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 26 Penske Automotive Group shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Penske Automotive Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Penske Automotive Group position peaked at $1K in Q1 2019.
  • 234 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.