BSW
PAG icon

Buckingham Strategic Wealth’s Penske Automotive Group PAG Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-4,425
Closed -$211K – 566
2020
Q3 		$211K Buy
+4,425
New +$205K 0.02% 446

Other funds holding PAG

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Strategic Wealth's PAG Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Penske Automotive Group (PAG) in Q4 2020, closing a stake of 4,425 shares — an estimated $211K sold.

Buckingham Strategic Wealth first reported a position in PAG in Q3 2020 and held it in 1 quarter. The position peaked at $211K in Q3 2020. 238 funds tracked by Wall St. Rank hold PAG as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Penske Automotive Group position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,425 Penske Automotive Group shares in Q4 2020, an estimated $211K.
  • Buckingham Strategic Wealth first reported a position in Penske Automotive Group in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Penske Automotive Group position peaked at $211K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.