Cassady Schiller Wealth Management’s Penske Automotive Group PAG Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.22K	Buy	+8	New	+$1.27K	﹤0.01%	735

Other funds holding PAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cassady Schiller Wealth Management's PAG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Penske Automotive Group (PAG) in Q4 2024: 8 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings.

373 funds tracked by Wall St. Rank hold PAG as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of Penske Automotive Group worth $1.22K as of Q4 2024.
Penske Automotive Group was a new Cassady Schiller Wealth Management position in Q4 2024.
Penske Automotive Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #735 holding.
373 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.