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Disciplined Investments’s Sonic Automotive SAH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-3
Closed -$143 – 1267
2023
Q2 		$143 Buy
3
+1
+50% +$46 ﹤0.01% 1558
2023
Q1 		$109 Sell
2
-1
-33% -$54 ﹤0.01% 1566
2022
Q4 		$148 Hold
3
– – ﹤0.01% 1479
2022
Q3 		$0 Buy
3
+1
+50% +$45 ﹤0.01% 1562
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1575
2022
Q1 		$0 Buy
+2
New +$98 ﹤0.01% 1583

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's SAH Position: Q3 2023 in Review

Disciplined Investments sold out of Sonic Automotive (SAH) in Q3 2023, closing a stake of 3 shares — an estimated $143 sold.

Disciplined Investments first reported a position in SAH in Q1 2022 and held it in 6 quarters. The position peaked at $148 in Q4 2022. 181 funds tracked by Wall St. Rank hold SAH as of Q3 2023.

  • Disciplined Investments reported no remaining Sonic Automotive position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Sonic Automotive shares in Q3 2023, an estimated $143.
  • Disciplined Investments first reported a position in Sonic Automotive in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Sonic Automotive position peaked at $148 in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2023.

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