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Anchor Investment Management’s Penske Automotive Group PAG Stock Holding History

Anchor Investment Management’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
2021
Q2 		– Sell
-50
Closed -$4.01K – 978
2021
Q1 		$4.01K Hold
50
– – ﹤0.01% 805
2020
Q4 		$2.97K Hold
50
– – ﹤0.01% 815
2020
Q3 		$2.38K Hold
50
– – ﹤0.01% 798
2020
Q2 		$1.94K Hold
50
– – ﹤0.01% 794
2020
Q1 		$1.4K Hold
50
– – ﹤0.01% 789
2019
Q4 		$2.51K Buy
+50
New +$2.47K ﹤0.01% 754

Other funds holding PAG

Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's PAG Position: Q2 2021 in Review

Anchor Investment Management sold out of Penske Automotive Group (PAG) in Q2 2021, closing a stake of 50 shares — an estimated $4.01K sold.

Anchor Investment Management first reported a position in PAG in Q4 2019 and held it in 6 quarters. The position peaked at $4.01K in Q1 2021. 269 funds tracked by Wall St. Rank hold PAG as of Q2 2021.

  • Anchor Investment Management reported no remaining Penske Automotive Group position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 50 Penske Automotive Group shares in Q2 2021, an estimated $4.01K.
  • Anchor Investment Management first reported a position in Penske Automotive Group in Q4 2019 and held it in 6 quarters.
  • Anchor Investment Management's Penske Automotive Group position peaked at $4.01K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.