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Cascade Investment Advisors’s Sonic Automotive SAH Stock Holding History

Cascade Investment Advisors’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
2018
Q3 		– Sell
-57,415
Closed -$1.18M – 200
2018
Q2 		$1.18M Sell
57,415
-11,775
-17% -$246K 1.06% 37
2018
Q1 		$1.31M Buy
69,190
+3,500
+5% +$70.6K 1.03% 42
2017
Q4 		$1.21M Sell
65,690
-450
-0.7% -$9.16K 0.96% 52
2017
Q3 		$1.35M Hold
66,140
– – 1.13% 39
2017
Q2 		$1.29M Buy
66,140
+850
+1% +$16.2K 1.09% 41
2017
Q1 		$1.31M Sell
65,290
-2,850
-4% -$63.6K 1.15% 40
2016
Q4 		$1.56M Buy
+68,140
New +$1.38M 1.33% 31
2016
Q2 		$1.13M Buy
+66,240
New +$1.15M 1.09% 46

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cascade Investment Advisors's SAH Position: Q3 2018 in Review

Cascade Investment Advisors sold out of Sonic Automotive (SAH) in Q3 2018, closing a stake of 57,415 shares — an estimated $1.18M sold.

Cascade Investment Advisors first reported a position in SAH in Q2 2016 and held it in 8 quarters. The position peaked at $1.56M in Q4 2016. 124 funds tracked by Wall St. Rank hold SAH as of Q3 2018.

  • Cascade Investment Advisors reported no remaining Sonic Automotive position as of Q3 2018 after selling out during the quarter.
  • Cascade Investment Advisors sold 57,415 Sonic Automotive shares in Q3 2018, an estimated $1.18M.
  • Cascade Investment Advisors first reported a position in Sonic Automotive in Q2 2016 and held it in 8 quarters.
  • Cascade Investment Advisors's Sonic Automotive position peaked at $1.56M in Q4 2016.
  • 124 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2018.

Based on Cascade Investment Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.