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Burney Company’s Sonic Automotive SAH Stock Holding History

Burney Company’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
Q1 		– Sell
-5,680
Closed -$280K – 575
2022
Q4 		$280K Hold
5,680
– – 0.01% 491
2022
Q3 		$246K Sell
5,680
-3,600
-39% -$163K 0.01% 505
2022
Q2 		$340K Buy
9,280
+195
+2% +$8.37K 0.02% 455
2022
Q1 		$386K Sell
9,085
-1,717
-16% -$84.5K 0.02% 458
2021
Q4 		$534K Buy
10,802
+1,962
+22% +$98.3K 0.02% 412
2021
Q3 		$464K Buy
+8,840
New +$448K 0.02% 422

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Burney Company's SAH Position: Q1 2023 in Review

Burney Company sold out of Sonic Automotive (SAH) in Q1 2023, closing a stake of 5,680 shares — an estimated $280K sold.

Burney Company first reported a position in SAH in Q3 2021 and held it in 6 quarters. The position peaked at $534K in Q4 2021. 185 funds tracked by Wall St. Rank hold SAH as of Q1 2023.

  • Burney Company reported no remaining Sonic Automotive position as of Q1 2023 after selling out during the quarter.
  • Burney Company sold 5,680 Sonic Automotive shares in Q1 2023, an estimated $280K.
  • Burney Company first reported a position in Sonic Automotive in Q3 2021 and held it in 6 quarters.
  • Burney Company's Sonic Automotive position peaked at $534K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2023.

Based on Burney Company's 13F filing for Q1 2023, filed 10 May 2023.