Concourse Financial Group Securities’s AutoNation AN Stock Holding History

Concourse Financial Group Securities’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-100	Closed	-$18.2K	–	100
2024 Q4	$18.2K	Hold	100	–	–	﹤0.01%	1573
2024 Q3	$17.9K	Sell	100 -14	-12%	-$2.4K	﹤0.01%	1535
2024 Q2	$18.2K	Buy	114 +9	+9%	+$1.47K	﹤0.01%	1536
2024 Q1	$17.4K	Buy	105 +5	+5%	+$736	﹤0.01%	1549
2023 Q4	$15K	Sell	100 -20	-17%	-$2.76K	﹤0.01%	1565
2023 Q3	$18.2K	Buy	120 +20	+20%	+$3.19K	﹤0.01%	1471
2023 Q2	$16.5K	Hold	100	–	–	﹤0.01%	1508
2023 Q1	$13.4K	Hold	100	–	–	﹤0.01%	1584
2022 Q4	$10.7K	Hold	100	–	–	﹤0.01%	1632
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	1476
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	1629
2022 Q1	$10K	Hold	100	–	–	﹤0.01%	1670
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	1798
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	1817
2021 Q2	$9K	Buy	+100	New	+$9.8K	﹤0.01%	1891
2020 Q1	–	Sell	-731	Closed	-$30.2K	–	2157
2019 Q4	$36K	Buy	+731	New	+$37K	﹤0.01%	1055

Other funds holding AN

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Concourse Financial Group Securities's AN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of AutoNation (AN) in Q1 2025, closing a stake of 100 shares — an estimated $18.2K sold.

Concourse Financial Group Securities first reported a position in AN in Q4 2019 and held it in 16 quarters. The position peaked at $36K in Q4 2019. 467 funds tracked by Wall St. Rank hold AN as of Q1 2025.

Concourse Financial Group Securities reported no remaining AutoNation position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 100 AutoNation shares in Q1 2025, an estimated $18.2K.
Concourse Financial Group Securities first reported a position in AutoNation in Q4 2019 and held it in 16 quarters.
Concourse Financial Group Securities's AutoNation position peaked at $36K in Q4 2019.
467 funds tracked by Wall St. Rank held AutoNation as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.