CIA
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Concurrent Investment Advisors’s AutoNation AN Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$1.31M Buy
6,722
+155
+2% +$31.3K 0.01% 767
2025
Q4 		$1.36M Buy
6,567
+1,027
+19% +$214K 0.02% 709
2025
Q3 		$1.21M Buy
5,540
+77
+1% +$16.2K 0.02% 596
2025
Q2 		$1.09M Buy
5,463
+16
+0.3% +$2.89K 0.02% 574
2025
Q1 		$882K Buy
5,447
+21
+0.4% +$3.75K 0.02% 583
2024
Q4 		$922K Buy
5,426
+105
+2% +$17.7K 0.03% 517
2024
Q3 		$952K Sell
5,321
-115
-2% -$19.7K 0.03% 479
2024
Q2 		$866K Buy
5,436
+65
+1% +$10.6K 0.03% 464
2024
Q1 		$889K Sell
5,371
-35
-0.6% -$5.15K 0.04% 393
2023
Q4 		$812K Buy
+5,406
New +$746K 0.04% 371

Other funds holding AN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return