Claris Advisors’s Sonic Automotive SAH Stock Holding History

Claris 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
2024 Q4	–	Sell	-1	Closed	-$58	–	933
2024 Q3	$58	Buy	+1	New	+$58	﹤0.01%	1183

Other funds holding SAH

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Claris Advisors's SAH Position: Q4 2024 in Review

Claris Advisors sold out of Sonic Automotive (SAH) in Q4 2024, closing a stake of 1 share — an estimated $58 sold.

Claris Advisors first reported a position in SAH in Q3 2024 and held it in 1 quarter. The position peaked at $58 in Q3 2024. 188 funds tracked by Wall St. Rank hold SAH as of Q4 2024.

Claris Advisors reported no remaining Sonic Automotive position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Sonic Automotive share in Q4 2024, an estimated $58.
Claris Advisors first reported a position in Sonic Automotive in Q3 2024 and held it in 1 quarter.
Claris Advisors's Sonic Automotive position peaked at $58 in Q3 2024.
188 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.