EWM
Evercore Wealth Management’s AutoNation AN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
2,368
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $383K | Sell |
2,368
-250
| -10% | -$40.5K | 0.01% | 305 |
|
|
2024
Q4 | $445K | Hold |
2,618
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $468K | Hold |
2,618
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $417K | Hold |
2,618
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $433K | Hold |
2,618
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $393K | Sell |
2,618
-1,276
| -33% | -$192K | 0.01% | 306 |
|
|
2023
Q3 | $590K | Sell |
3,894
-85
| -2% | -$12.9K | 0.01% | 255 |
|
|
2023
Q2 | $655K | Sell |
3,979
-315
| -7% | -$51.9K | 0.01% | 246 |
|
|
2023
Q1 | $577K | Hold |
4,294
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $461K | Hold |
4,294
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $438K | Buy |
4,294
+950
| +28% | +$96.9K | 0.01% | 269 |
|
|
2022
Q2 | $374K | Hold |
3,344
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $333K | Hold |
3,344
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $391K | Sell |
3,344
-950
| -22% | -$111K | 0.01% | 315 |
|
|
2021
Q3 | $523K | Hold |
4,294
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $407K | Sell |
4,294
-1,417
| -25% | -$134K | 0.01% | 318 |
|
|
2021
Q1 | $532K | Sell |
5,711
-10
| -0.2% | -$932 | 0.01% | 283 |
|
|
2020
Q4 | $399K | Buy |
5,721
+36
| +0.6% | +$2.51K | 0.01% | 314 |
|
|
2020
Q3 | $301K | Buy |
5,685
+6
| +0.1% | +$318 | 0.01% | 314 |
|
|
2020
Q2 | $213K | Sell |
5,679
-1,919
| -25% | -$72K | 0.01% | 355 |
|
|
2020
Q1 | $213K | Sell |
7,598
-1,278
| -14% | -$35.8K | 0.01% | 337 |
|
|
2019
Q4 | $432K | Sell |
8,876
-11,700
| -57% | -$569K | 0.01% | 297 |
|
|
2019
Q3 | $1.04M | Sell |
20,576
-70,047
| -77% | -$3.55M | 0.03% | 195 |
|
|
2019
Q2 | $3.8M | Sell |
90,623
-15,612
| -15% | -$655K | 0.12% | 103 |
|
|
2019
Q1 | $3.8M | Sell |
106,235
-10,328
| -9% | -$369K | 0.12% | 101 |
|
|
2018
Q4 | $4.16M | Sell |
116,563
-157,296
| -57% | -$5.62M | 0.16% | 93 |
|
|
2018
Q3 | $11.4M | Sell |
273,859
-88,121
| -24% | -$3.66M | 0.36% | 57 |
|
|
2018
Q2 | $17.6M | Buy |
361,980
+15,554
| +4% | +$756K | 0.6% | 45 |
|
|
2018
Q1 | $16.2M | Sell |
346,426
-13,165
| -4% | -$616K | 0.62% | 45 |
|
|
2017
Q4 | $18.5M | Sell |
359,591
-12,735
| -3% | -$654K | 0.69% | 42 |
|
|
2017
Q3 | $17.7M | Sell |
372,326
-7,269
| -2% | -$345K | 0.69% | 44 |
|
|
2017
Q2 | $16M | Sell |
379,595
-35,466
| -9% | -$1.5M | 0.62% | 46 |
|
|
2017
Q1 | $17.6M | Sell |
415,061
-19,269
| -4% | -$815K | 0.69% | 43 |
|
|
2016
Q4 | $21.1M | Sell |
434,330
-208,842
| -32% | -$10.2M | 0.88% | 41 |
|
|
2016
Q3 | $31.3M | Sell |
643,172
-3,523
| -0.5% | -$172K | 1.3% | 30 |
|
|
2016
Q2 | $30.4M | Buy |
646,695
+4,963
| +0.8% | +$233K | 1.34% | 29 |
|
|
2016
Q1 | $30M | Buy |
641,732
+74,546
| +13% | +$3.48M | 1.32% | 29 |
|
|
2015
Q4 | $33.8M | Buy |
567,186
+45,760
| +9% | +$2.73M | 1.57% | 19 |
|
|
2015
Q3 | $30.3M | Buy |
521,426
+39,998
| +8% | +$2.33M | 1.45% | 18 |
|
|
2015
Q2 | $30.3M | Buy |
481,428
+16,710
| +4% | +$1.05M | 1.37% | 23 |
|
|
2015
Q1 | $29.9M | Buy |
464,718
+8,253
| +2% | +$531K | 1.37% | 23 |
|
|
2014
Q4 | $27.5M | Buy |
456,465
+22,377
| +5% | +$1.35M | 1.37% | 26 |
|
|
2014
Q3 | $21.8M | Buy |
434,088
+22,673
| +6% | +$1.14M | 1.09% | 34 |
|
|
2014
Q2 | $24.6M | Buy |
411,415
+15,296
| +4% | +$914K | 1.27% | 28 |
|
|
2014
Q1 | $21.1M | Buy |
396,119
+19,154
| +5% | +$1.02M | 1.18% | 28 |
|
|
2013
Q4 | $18.7M | Buy |
376,965
+93,639
| +33% | +$4.66M | 1.03% | 32 |
|
|
2013
Q3 | $14.8M | Buy |
283,326
+151,040
| +114% | +$7.88M | 0.85% | 37 |
|
|
2013
Q2 | $5.73M | Buy |
+132,286
| New | +$5.73M | 0.32% | 84 |
|