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Bowling Portfolio Management’s Sonic Automotive SAH Stock Holding History

Bowling Portfolio Management’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
Q4 		– Sell
-6,658
Closed -$267K – 340
2020
Q3 		$267K Buy
+6,658
New +$270K 0.06% 310
2019
Q4 		– Sell
-34,594
Closed -$1.09M – 365
2019
Q3 		$1.09M Buy
+34,594
New +$935K 0.18% 206
2017
Q3 		– Sell
-11,337
Closed -$221K – 409
2017
Q2 		$221K Buy
+11,337
New +$216K 0.03% 346

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bowling Portfolio Management's SAH Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Sonic Automotive (SAH) in Q4 2020, closing a stake of 6,658 shares — an estimated $267K sold.

Bowling Portfolio Management first reported a position in SAH in Q2 2017 and held it in 3 quarters. The position peaked at $1.09M in Q3 2019. 184 funds tracked by Wall St. Rank hold SAH as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Sonic Automotive position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,658 Sonic Automotive shares in Q4 2020, an estimated $267K.
  • Bowling Portfolio Management first reported a position in Sonic Automotive in Q2 2017 and held it in 3 quarters.
  • Bowling Portfolio Management's Sonic Automotive position peaked at $1.09M in Q3 2019.
  • 184 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.