Diversified Trust’s AutoNation AN Stock Holding History

Diversified Trust’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
2025 Q2	–	Sell	-5,162	Closed	-$836K	–	943
2025 Q1	$836K	Buy	5,162 +93	+2%	+$16.6K	0.02%	418
2024 Q4	$861K	Sell	5,069 -186	-4%	-$31.4K	0.02%	415
2024 Q3	$940K	Hold	5,255	–	–	0.02%	395
2024 Q2	$838K	Buy	+5,255	New	+$857K	0.02%	378
2023 Q3	–	Sell	-1,281	Closed	-$211K	–	837
2023 Q2	$211K	Sell	1,281 -964	-43%	-$134K	0.01%	746
2023 Q1	$302K	Buy	+2,245	New	+$288K	0.01%	619

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Diversified Trust's AN Position: Q2 2025 in Review

Diversified Trust sold out of AutoNation (AN) in Q2 2025, closing a stake of 5,162 shares — an estimated $836K sold.

Diversified Trust first reported a position in AN in Q1 2023 and held it in 6 quarters. The position peaked at $940K in Q3 2024. 495 funds tracked by Wall St. Rank hold AN as of Q2 2025.

Diversified Trust reported no remaining AutoNation position as of Q2 2025 after selling out during the quarter.
Diversified Trust sold 5,162 AutoNation shares in Q2 2025, an estimated $836K.
Diversified Trust first reported a position in AutoNation in Q1 2023 and held it in 6 quarters.
Diversified Trust's AutoNation position peaked at $940K in Q3 2024.
495 funds tracked by Wall St. Rank held AutoNation as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.