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Bollard Group’s Sonic Automotive SAH Stock Holding History

Bollard Group’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
2025
Q2 		– Sell
-2,651
Closed -$151K – 306
2025
Q1 		$151K Buy
2,651
+14
+0.5% +$942 ﹤0.01% 171
2024
Q4 		$167K Buy
2,637
+14
+0.5% +$867 ﹤0.01% 168
2024
Q3 		$153K Buy
2,623
+14
+0.5% +$807 ﹤0.01% 184
2024
Q2 		$142K Buy
2,609
+16
+0.6% +$887 ﹤0.01% 183
2024
Q1 		$148K Buy
2,593
+14
+0.5% +$741 ﹤0.01% 175
2023
Q4 		$145K Buy
2,579
+18
+0.7% +$901 0.01% 175
2023
Q3 		$122K Buy
2,561
+14
+0.5% +$712 ﹤0.01% 175
2023
Q2 		$121K Buy
2,547
+14
+0.6% +$645 ﹤0.01% 182
2023
Q1 		$138K Buy
2,533
+14
+0.6% +$753 0.01% 177
2022
Q4 		$124K Buy
2,519
+14
+0.6% +$670 ﹤0.01% 180
2022
Q3 		$108K Buy
2,505
+18
+0.7% +$815 ﹤0.01% 186
2022
Q2 		$91K Buy
2,487
+14
+0.6% +$601 ﹤0.01% 207
2022
Q1 		$105K Buy
2,473
+6
+0.2% +$295 ﹤0.01% 282
2021
Q4 		$122K Buy
2,467
+6
+0.2% +$301 ﹤0.01% 271
2021
Q3 		$129K Buy
2,461
+6
+0.2% +$304 ﹤0.01% 264
2021
Q2 		$110K Hold
2,455
– – ﹤0.01% 272
2021
Q1 		$122K Hold
2,455
– – ﹤0.01% 257
2020
Q4 		$95K Hold
2,455
– – ﹤0.01% 275
2020
Q3 		$99K Hold
2,455
– – ﹤0.01% 249
2020
Q2 		$78K Buy
+2,455
New +$56.6K ﹤0.01% 285

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bollard Group's SAH Position: Q2 2025 in Review

Bollard Group sold out of Sonic Automotive (SAH) in Q2 2025, closing a stake of 2,651 shares — an estimated $151K sold.

Bollard Group first reported a position in SAH in Q2 2020 and held it in 20 quarters. The position peaked at $167K in Q4 2024. 215 funds tracked by Wall St. Rank hold SAH as of Q2 2025.

  • Bollard Group reported no remaining Sonic Automotive position as of Q2 2025 after selling out during the quarter.
  • Bollard Group sold 2,651 Sonic Automotive shares in Q2 2025, an estimated $151K.
  • Bollard Group first reported a position in Sonic Automotive in Q2 2020 and held it in 20 quarters.
  • Bollard Group's Sonic Automotive position peaked at $167K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2025.

Based on Bollard Group's 13F filing for Q2 2025, filed 13 Aug 2025.