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Financial Gravity Companies’s Penske Automotive Group PAG Stock Holding History

Financial Gravity Companies’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$5K Buy
+107
New +$4.63K ﹤0.01% 720
2018
Q1 		$0 Hold
7
– – ﹤0.01% 1572
2017
Q4 		$0 Buy
+7
New +$330 ﹤0.01% 1437

Other funds holding PAG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Gravity Companies's PAG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Penske Automotive Group (PAG) in Q4 2018: 107 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PAG as recently as Q1 2018.

Financial Gravity Companies first reported a position in PAG in Q4 2017 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold PAG as of Q4 2018.

  • Financial Gravity Companies held 107 shares of Penske Automotive Group worth $5K as of Q4 2018.
  • Penske Automotive Group was a new Financial Gravity Companies position in Q4 2018.
  • Penske Automotive Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #720 holding.
  • Financial Gravity Companies first reported a position in Penske Automotive Group in Q4 2017 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.