Ethic Inc’s AutoNation AN Stock Holding History

Ethic Inc’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	$676K	Sell	3,464 -115	-3%	-$23.2K	0.01%	763
2025 Q4	$739K	Buy	3,579 +338	+10%	+$70.3K	0.01%	729
2025 Q3	$709K	Sell	3,241 -1,436	-31%	-$303K	0.01%	734
2025 Q2	$930K	Buy	4,677 +42	+0.9%	+$7.58K	0.02%	637
2025 Q1	$761K	Buy	4,635 +85	+2%	+$15.2K	0.02%	660
2024 Q4	$773K	Sell	4,550 -436	-9%	-$73.6K	0.02%	670
2024 Q3	$826K	Buy	4,986 +24	+0.5%	+$4.12K	0.02%	622
2024 Q2	$791K	Sell	4,962 -24	-0.5%	-$3.92K	0.02%	634
2024 Q1	$826K	Sell	4,986 -983	-16%	-$145K	0.02%	622
2023 Q4	$896K	Buy	5,969 +1,326	+29%	+$183K	0.03%	561
2023 Q3	$703K	Buy	4,643 +230	+5%	+$36.7K	0.02%	578
2023 Q2	$726K	Sell	4,413 -911	-17%	-$126K	0.03%	543
2023 Q1	$715K	Buy	5,324 +555	+12%	+$71.2K	0.03%	547
2022 Q4	$512K	Buy	4,769 +2,119	+80%	+$234K	0.03%	567
2022 Q3	$270K	Buy	+2,650	New	+$311K	0.02%	667

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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 $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return