BTI
SAH icon

Blue Trust Inc’s Sonic Automotive SAH Stock Holding History

Blue Trust Inc’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
2023
Q2 		– Sell
-372
Closed -$18K – 2457
2023
Q1 		$18K Buy
372
+30
+9% +$1.61K ﹤0.01% 1408
2022
Q4 		$15K Buy
342
+275
+410% +$13.2K ﹤0.01% 1405
2022
Q3 		$2K Buy
67
+19
+40% +$861 ﹤0.01% 1825
2022
Q2 		$2K Buy
+48
New +$2.06K ﹤0.01% 1694

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Blue Trust Inc's SAH Position: Q2 2023 in Review

Blue Trust Inc sold out of Sonic Automotive (SAH) in Q2 2023, closing a stake of 372 shares — an estimated $18K sold.

Blue Trust Inc first reported a position in SAH in Q2 2022 and held it in 4 quarters. The position peaked at $18K in Q1 2023. 183 funds tracked by Wall St. Rank hold SAH as of Q2 2023.

  • Blue Trust Inc reported no remaining Sonic Automotive position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 372 Sonic Automotive shares in Q2 2023, an estimated $18K.
  • Blue Trust Inc first reported a position in Sonic Automotive in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's Sonic Automotive position peaked at $18K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.