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Bailard’s Sonic Automotive SAH Stock Holding History

Bailard’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
2020
Q1 		– Sell
-9,100
Closed -$282K – 553
2019
Q4 		$282K Hold
9,100
– – 0.02% 422
2019
Q3 		$286K Sell
9,100
-4,800
-35% -$130K 0.02% 411
2019
Q2 		$325K Sell
13,900
-8,400
-38% -$162K 0.02% 396
2019
Q1 		$330K Hold
22,300
– – 0.02% 401
2018
Q4 		$307K Hold
22,300
– – 0.02% 416
2018
Q3 		$432K Buy
+22,300
New +$461K 0.03% 406

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Bailard's SAH Position: Q1 2020 in Review

Bailard sold out of Sonic Automotive (SAH) in Q1 2020, closing a stake of 9,100 shares — an estimated $282K sold.

Bailard first reported a position in SAH in Q3 2018 and held it in 6 quarters. The position peaked at $432K in Q3 2018. 142 funds tracked by Wall St. Rank hold SAH as of Q1 2020.

  • Bailard reported no remaining Sonic Automotive position as of Q1 2020 after selling out during the quarter.
  • Bailard sold 9,100 Sonic Automotive shares in Q1 2020, an estimated $282K.
  • Bailard first reported a position in Sonic Automotive in Q3 2018 and held it in 6 quarters.
  • Bailard's Sonic Automotive position peaked at $432K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2020.

Based on Bailard's 13F filing for Q1 2020, filed 16 Apr 2020.