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Disciplined Investments’s Asbury Automotive ABG Stock Holding History

Disciplined Investments’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$240 – 114
2023
Q2 		$240 Buy
+1
New +$210 ﹤0.01% 1459
2022
Q2 		– Sell
-3
Closed – – 1222
2022
Q1 		$0 Buy
+3
New +$525 ﹤0.01% 1306

Other funds holding ABG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Disciplined Investments's ABG Position: Q3 2023 in Review

Disciplined Investments sold out of Asbury Automotive (ABG) in Q3 2023, closing a stake of 1 share — an estimated $240 sold.

Disciplined Investments first reported a position in ABG in Q1 2022 and held it in 2 quarters. The position peaked at $240 in Q2 2023. 313 funds tracked by Wall St. Rank hold ABG as of Q3 2023.

  • Disciplined Investments reported no remaining Asbury Automotive position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 Asbury Automotive share in Q3 2023, an estimated $240.
  • Disciplined Investments first reported a position in Asbury Automotive in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's Asbury Automotive position peaked at $240 in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Asbury Automotive as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.