Convergence Investment Partners’s AutoNation AN Stock Holding History

Convergence Investment Partners’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
2023 Q3	–	Sell	-1,423	Closed	-$234K	–	163
2023 Q2	$234K	Buy	+1,423	New	+$198K	0.13%	144
2022 Q4	–	Sell	-3,602	Closed	-$367K	–	209
2022 Q3	$367K	Buy	3,602 +393	+12%	+$46.1K	0.24%	101
2022 Q2	$359K	Sell	3,209 -170	-5%	-$19.3K	0.22%	109
2022 Q1	$336K	Buy	+3,379	New	+$373K	0.17%	124
2020 Q1	–	Sell	-24,271	Closed	-$1.18M	–	210
2019 Q4	$1.18M	Buy	+24,271	New	+$1.23M	0.34%	103
2018 Q2	–	Sell	-602	Closed	-$28K	–	334
2018 Q1	$28K	Buy	+602	New	+$32.2K	﹤0.01%	528
2016 Q1	–	Sell	-39,414	Closed	-$2.35M	–	330
2015 Q4	$2.35M	Buy	+39,414	New	+$2.44M	0.26%	143
2015 Q3	–	Sell	-61,348	Closed	-$3.86M	–	338
2015 Q2	$3.86M	Buy	61,348 +30,530	+99%	+$1.94M	0.38%	93
2015 Q1	$1.98M	Sell	30,818 -19,482	-39%	-$1.19M	0.28%	133
2014 Q4	$3.04M	Buy	+50,300	New	+$2.82M	0.41%	76
2014 Q3	–	Sell	-58,700	Closed	-$3.5M	–	362
2014 Q2	$3.5M	Buy	+58,700	New	+$3.25M	0.46%	59

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Convergence Investment Partners's AN Position: Q3 2023 in Review

Convergence Investment Partners sold out of AutoNation (AN) in Q3 2023, closing a stake of 1,423 shares — an estimated $234K sold.

Convergence Investment Partners first reported a position in AN in Q2 2014 and held it in 11 quarters. The position peaked at $3.86M in Q2 2015. 436 funds tracked by Wall St. Rank hold AN as of Q3 2023.

Convergence Investment Partners reported no remaining AutoNation position as of Q3 2023 after selling out during the quarter.
Convergence Investment Partners sold 1,423 AutoNation shares in Q3 2023, an estimated $234K.
Convergence Investment Partners first reported a position in AutoNation in Q2 2014 and held it in 11 quarters.
Convergence Investment Partners's AutoNation position peaked at $3.86M in Q2 2015.
436 funds tracked by Wall St. Rank held AutoNation as of Q3 2023.

Based on Convergence Investment Partners's 13F filing for Q3 2023, filed 2 Nov 2023.