Forum Financial Management’s AutoNation AN Stock Holding History

Forum Financial Management’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	–	Sell	-1,982	Closed	-$409K	–	371
2025 Q4	$409K	Buy	1,982 +10	+0.5%	+$2.08K	0.01%	584
2025 Q3	$431K	Buy	1,972 +1	+0.1%	+$211	0.01%	530
2025 Q2	$392K	Sell	1,971 -146	-7%	-$26.4K	0.01%	518
2025 Q1	$343K	Sell	2,117 -290	-12%	-$51.7K	0.01%	529
2024 Q4	$409K	Hold	2,407	–	–	0.01%	470
2024 Q3	$431K	Buy	2,407 +2	+0.1%	+$343	0.01%	380
2024 Q2	$383K	Buy	2,405 +2	+0.1%	+$326	0.01%	400
2024 Q1	$398K	Hold	2,403	–	–	0.01%	401
2023 Q4	$361K	Hold	2,403	–	–	0.01%	384
2023 Q3	$364K	Hold	2,403	–	–	0.01%	358
2023 Q2	$396K	Hold	2,403	–	–	0.01%	351
2023 Q1	$323K	Hold	2,403	–	–	0.01%	381
2022 Q4	$258K	Hold	2,403	–	–	0.01%	440
2022 Q3	$245K	Hold	2,403	–	–	0.01%	418
2022 Q2	$269K	Hold	2,403	–	–	0.01%	392
2022 Q1	$239K	Hold	2,403	–	–	0.01%	491
2021 Q4	$281K	Buy	+2,403	New	+$289K	0.01%	446

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