FORA Capital’s AutoNation AN Stock Holding History

FORA Capital’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	$1.3M	Buy	+6,641	New	+$1.34M	0.1%	209
2025 Q4	–	Sell	-2,870	Closed	-$628K	–	431
2025 Q3	$628K	Sell	2,870 -416	-13%	-$87.7K	0.11%	235
2025 Q2	$653K	Buy	+3,286	New	+$593K	0.07%	282
2024 Q3	–	Sell	-11,088	Closed	-$1.77M	–	432
2024 Q2	$1.77M	Sell	11,088 -1,321	-11%	-$216K	0.22%	151
2024 Q1	$2.05M	Buy	12,409 +1,682	+16%	+$247K	0.17%	159
2023 Q4	$1.61M	Buy	10,727 +7,795	+266%	+$1.08M	0.14%	189
2023 Q3	$444K	Buy	+2,932	New	+$468K	0.04%	351
2023 Q2	–	Sell	-15,429	Closed	-$2.07M	–	346
2023 Q1	$2.07M	Buy	+15,429	New	+$1.98M	0.21%	140
2021 Q2	–	Sell	-4,297	Closed	-$401K	–	860
2021 Q1	$401K	Buy	4,297 +3	+0.1%	+$240	0.13%	186
2020 Q4	$300K	Buy	4,294 +3,545	+473%	+$223K	0.05%	415
2020 Q3	$40K	Buy	749 +305	+69%	+$15.9K	0.03%	475
2020 Q2	$17K	Buy	+444	New	+$16.1K	0.01%	830

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 $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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