EPW
ABG icon

Evergreen Private Wealth’s Asbury Automotive ABG Stock Holding History

Evergreen Private Wealth’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
2025
Q2 		– Sell
-16,581
Closed -$3.66M – 290
2025
Q1 		$3.66M Sell
16,581
-43
-0.3% -$11.2K 1.71% 27
2024
Q4 		$4.04M Buy
16,624
+119
+0.7% +$29.2K 1.89% 24
2024
Q3 		$3.94M Buy
16,505
+331
+2% +$78K 1.83% 25
2024
Q2 		$3.69M Buy
16,174
+116
+0.7% +$26.3K 1.82% 25
2024
Q1 		$3.79M Sell
16,058
-6,088
-27% -$1.29M 1.9% 26
2023
Q4 		$4.98M Buy
+22,146
New +$4.68M 2.69% 14

Other funds holding ABG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.48B AUM 3.63% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Private Wealth's ABG Position: Q2 2025 in Review

Evergreen Private Wealth sold out of Asbury Automotive (ABG) in Q2 2025, closing a stake of 16,581 shares — an estimated $3.66M sold.

Evergreen Private Wealth first reported a position in ABG in Q4 2023 and held it in 6 quarters. The position peaked at $4.98M in Q4 2023. 321 funds tracked by Wall St. Rank hold ABG as of Q2 2025.

  • Evergreen Private Wealth reported no remaining Asbury Automotive position as of Q2 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 16,581 Asbury Automotive shares in Q2 2025, an estimated $3.66M.
  • Evergreen Private Wealth first reported a position in Asbury Automotive in Q4 2023 and held it in 6 quarters.
  • Evergreen Private Wealth's Asbury Automotive position peaked at $4.98M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Asbury Automotive as of Q2 2025.

Based on Evergreen Private Wealth's 13F filing for Q2 2025, filed 16 Jul 2025.