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Algert Global’s Sonic Automotive SAH Stock Holding History

Algert Global’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-73,638
Closed -$4.55M – 1314
2025
Q4 		$4.55M Buy
73,638
+35,231
+92% +$2.33M 0.07% 474
2025
Q3 		$2.92M Buy
38,407
+5,561
+17% +$444K 0.05% 569
2025
Q2 		$2.63M Buy
32,846
+12,820
+64% +$863K 0.06% 550
2025
Q1 		$1.14M Buy
+20,026
New +$1.35M 0.03% 744
2024
Q3 		– Sell
-10,510
Closed -$572K – 1535
2024
Q2 		$572K Sell
10,510
-46,764
-82% -$2.59M 0.02% 858
2024
Q1 		$3.26M Buy
57,274
+14,804
+35% +$784K 0.13% 268
2023
Q4 		$2.39M Buy
42,470
+12,630
+42% +$633K 0.1% 360
2023
Q3 		$1.43M Buy
29,840
+3,580
+14% +$182K 0.07% 480
2023
Q2 		$1.25M Buy
26,260
+4,574
+21% +$211K 0.05% 574
2023
Q1 		$1.18M Buy
21,686
+17,456
+413% +$939K 0.06% 581
2022
Q4 		$208K Buy
+4,230
New +$202K 0.01% 1011
2022
Q3 		– Sell
-31,312
Closed -$1.15M – 1320
2022
Q2 		$1.15M Buy
31,312
+14,660
+88% +$629K 0.09% 409
2022
Q1 		$708K Buy
16,652
+9,449
+131% +$465K 0.05% 676
2021
Q4 		$356K Buy
7,203
+470
+7% +$23.5K 0.04% 669
2021
Q3 		$354K Sell
6,733
-1,957
-23% -$99.2K 0.05% 690
2021
Q2 		$389K Sell
8,690
-3,871
-31% -$188K 0.13% 224
2021
Q1 		$623K Buy
+12,561
New +$583K 0.2% 178

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Algert Global's SAH Position: Q1 2026 in Review

Algert Global sold out of Sonic Automotive (SAH) in Q1 2026, closing a stake of 73,638 shares — an estimated $4.55M sold.

Algert Global first reported a position in SAH in Q1 2021 and held it in 17 quarters. The position peaked at $4.55M in Q4 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Algert Global reported no remaining Sonic Automotive position as of Q1 2026 after selling out during the quarter.
  • Algert Global sold 73,638 Sonic Automotive shares in Q1 2026, an estimated $4.55M.
  • Algert Global first reported a position in Sonic Automotive in Q1 2021 and held it in 17 quarters.
  • Algert Global's Sonic Automotive position peaked at $4.55M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.