Global Retirement Partners’s Sonic Automotive SAH Stock Holding History

Global Retirement Partners’s Portfolio SAH Stock Details SAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6	Closed	-$351	–	3766
2024 Q3	$351	Sell	6 -3	-33%	-$173	﹤0.01%	3322
2024 Q2	$490	Hold	9	–	–	﹤0.01%	3295
2024 Q1	$512	Hold	9	–	–	﹤0.01%	3125
2023 Q4	$455	Buy	9 +3	+50%	+$150	﹤0.01%	3106
2023 Q3	$270	Hold	6	–	–	﹤0.01%	3078
2023 Q2	$286	Sell	6 -6	-50%	-$277	﹤0.01%	3058
2023 Q1	$501	Sell	12 -248	-95%	-$13.3K	﹤0.01%	2923
2022 Q4	$12.8K	Hold	260	–	–	﹤0.01%	1684
2022 Q3	$12K	Buy	260 +12	+5%	+$544	﹤0.01%	1616
2022 Q2	$9K	Hold	248	–	–	﹤0.01%	1694
2022 Q1	$11K	Buy	+248	New	+$12.2K	﹤0.01%	1594
2021 Q4	–	Sell	-248	Closed	-$13K	–	1484
2021 Q3	$13K	Hold	248	–	–	﹤0.01%	1348
2021 Q2	$11K	Hold	248	–	–	﹤0.01%	1358
2021 Q1	$12K	Hold	248	–	–	﹤0.01%	1254
2020 Q4	$10K	Hold	248	–	–	﹤0.01%	1271
2020 Q3	$10K	Hold	248	–	–	﹤0.01%	1150
2020 Q2	$8K	Buy	+248	New	+$5.71K	﹤0.01%	1179

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's SAH Position: Q4 2024 in Review

Global Retirement Partners sold out of Sonic Automotive (SAH) in Q4 2024, closing a stake of 6 shares — an estimated $351 sold.

Global Retirement Partners first reported a position in SAH in Q2 2020 and held it in 17 quarters. The position peaked at $13K in Q3 2021. 188 funds tracked by Wall St. Rank hold SAH as of Q4 2024.

Global Retirement Partners reported no remaining Sonic Automotive position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 6 Sonic Automotive shares in Q4 2024, an estimated $351.
Global Retirement Partners first reported a position in Sonic Automotive in Q2 2020 and held it in 17 quarters.
Global Retirement Partners's Sonic Automotive position peaked at $13K in Q3 2021.
188 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.