Covestor’s Sonic Automotive SAH Stock Holding History

Covestor’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
2026 Q3	$0	Sell	4 -3	-43%	-$247	﹤0.01%	2770
2026 Q2	$1K	Buy	7 +4	+133%	+$307	﹤0.01%	2311
2026 Q1	$0	Buy	3 +1	+50%	+$62	﹤0.01%	2708
2025 Q4	$0	Hold	2	–	–	﹤0.01%	2677
2025 Q3	$0	Buy	2 +1	+100%	+$80	﹤0.01%	2704
2025 Q2	$0	Sell	1 -1	-50%	-$67	﹤0.01%	2680
2025 Q1	$0	Hold	2	–	–	﹤0.01%	2662
2024 Q4	$0	Buy	2 +1	+100%	+$62	﹤0.01%	2670
2024 Q3	$0	Sell	1 -1	-50%	-$58	﹤0.01%	2686
2024 Q2	$0	Sell	2 -218	-99%	-$12.1K	﹤0.01%	2683
2024 Q1	$13K	Buy	220 +42	+24%	+$2.22K	0.01%	1399
2023 Q4	$10K	Buy	178 +25	+16%	+$1.25K	0.01%	1591
2023 Q3	$7K	Sell	153 -21	-12%	-$1.07K	0.01%	1638
2023 Q2	$8K	Buy	174 +170	+4,250%	+$7.84K	0.01%	1597
2023 Q1	$0	Hold	4	–	–	﹤0.01%	2503
2022 Q4	$0	Hold	4	–	–	﹤0.01%	2524
2022 Q3	$0	Sell	4 -63	-94%	-$2.85K	﹤0.01%	2507
2022 Q2	$2K	Sell	67 -25	-27%	-$1.07K	﹤0.01%	1633
2022 Q1	$4K	Buy	92 +26	+39%	+$1.28K	﹤0.01%	1555
2021 Q4	$3K	Buy	+66	New	+$3.31K	﹤0.01%	1490

Other funds holding SAH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Covestor's SAH Position: Q3 2026 in Review

Covestor reduced its Sonic Automotive (SAH) stake by 43% in Q3 2026, selling an estimated $247 and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Covestor first reported a position in SAH in Q4 2021 and has held it in 20 quarters since. The position peaked at $13K in Q1 2024. 82 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

Covestor held 4 shares of Sonic Automotive worth $0 as of Q3 2026.
Covestor sold 3 Sonic Automotive shares in Q3 2026, an estimated $247.
Sonic Automotive made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2770 holding.
Covestor first reported a position in Sonic Automotive in Q4 2021 and has held it in 20 quarters since.
Covestor's Sonic Automotive position peaked at $13K in Q1 2024.
82 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.