Cottage Street Advisors’s AutoNation AN Stock Holding History

Cottage Street 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	$752K	Sell	3,850 -64	-2%	-$12.9K	0.33%	60
2025 Q4	$808K	Sell	3,914 -686	-15%	-$143K	0.34%	56
2025 Q3	$1.01M	Hold	4,600	–	–	0.43%	52
2025 Q2	$914K	Sell	4,600 -600	-12%	-$108K	0.48%	45
2025 Q1	$842K	Sell	5,200 -200	-4%	-$35.7K	0.42%	47
2024 Q4	$917K	Hold	5,400	–	–	0.48%	44
2024 Q3	$966K	Sell	5,400 -400	-7%	-$68.7K	0.53%	40
2024 Q2	$924K	Hold	5,800	–	–	0.55%	37
2024 Q1	$960K	Hold	5,800	–	–	0.58%	39
2023 Q4	$878K	Hold	5,800	–	–	0.59%	42
2023 Q3	$878K	Hold	5,800	–	–	0.64%	42
2023 Q2	$955K	Hold	5,800	–	–	0.69%	37
2023 Q1	$779K	Buy	+5,800	New	+$744K	0.6%	44
2022 Q4	–	Sell	-5,800	Closed	-$591K	–	36
2022 Q3	$591K	Hold	5,800	–	–	0.48%	52
2022 Q2	$648K	Hold	5,800	–	–	0.49%	54
2022 Q1	$578K	Hold	5,800	–	–	0.34%	60
2021 Q4	$678K	Sell	5,800 -3,900	-40%	-$469K	0.38%	55
2021 Q3	$1.18M	Buy	9,700 +2,900	+43%	+$327K	0.79%	39
2021 Q2	$645K	Buy	+6,800	New	+$666K	0.38%	58

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 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