AFS
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Annapolis Financial Services’s AutoNation AN Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-1,160
Closed -$174K – 360
2023
Q4 		$174K Hold
1,160
– – 0.04% 122
2023
Q3 		$176K Hold
1,160
– – 0.05% 115
2023
Q2 		$191K Hold
1,160
– – 0.05% 113
2023
Q1 		$156K Hold
1,160
– – 0.05% 120
2022
Q4 		$124K Hold
1,160
– – 0.04% 130
2022
Q3 		$118K Hold
1,160
– – 0.04% 131
2022
Q2 		$130K Hold
1,160
– – 0.05% 127
2022
Q1 		$116K Hold
1,160
– – 0.04% 135
2021
Q4 		$136K Hold
1,160
– – 0.04% 128
2021
Q3 		$141K Hold
1,160
– – 0.05% 118
2021
Q2 		$110K Buy
+1,160
New +$114K 0.04% 125

Other funds holding AN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's AN Position: Q1 2024 in Review

Annapolis Financial Services sold out of AutoNation (AN) in Q1 2024, closing a stake of 1,160 shares — an estimated $174K sold.

Annapolis Financial Services first reported a position in AN in Q2 2021 and held it in 11 quarters. The position peaked at $191K in Q2 2023. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • Annapolis Financial Services reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1,160 AutoNation shares in Q1 2024, an estimated $174K.
  • Annapolis Financial Services first reported a position in AutoNation in Q2 2021 and held it in 11 quarters.
  • Annapolis Financial Services's AutoNation position peaked at $191K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.