AFCM
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Applied Finance Capital Management’s Penske Automotive Group PAG Stock Holding History

Applied Finance Capital 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
2025
Q4 		– Sell
-1,316
Closed -$229K – 284
2025
Q3 		$229K Sell
1,316
-352
-21% -$62.7K 0.02% 258
2025
Q2 		$287K Hold
1,668
– – 0.02% 261
2025
Q1 		$240K Buy
1,668
+24
+1% +$3.84K 0.02% 266
2024
Q4 		$251K Hold
1,644
– – 0.01% 266
2024
Q3 		$267K Hold
1,644
– – 0.01% 265
2024
Q2 		$245K Buy
+1,644
New +$250K 0.01% 271

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return