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Gradient Investments’s Sonic Automotive SAH Stock Holding History

Gradient Investments’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
2021
Q4 		– Sell
-200
Closed -$11K – 1312
2021
Q3 		$11K Hold
200
– – ﹤0.01% 766
2021
Q2 		$9K Hold
200
– – ﹤0.01% 787
2021
Q1 		$10K Hold
200
– – ﹤0.01% 769
2020
Q4 		$8K Hold
200
– – ﹤0.01% 745
2020
Q3 		$8K Hold
200
– – ﹤0.01% 751
2020
Q2 		$6K Buy
+200
New +$4.61K ﹤0.01% 720

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gradient Investments's SAH Position: Q4 2021 in Review

Gradient Investments sold out of Sonic Automotive (SAH) in Q4 2021, closing a stake of 200 shares — an estimated $11K sold.

Gradient Investments first reported a position in SAH in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q3 2021. 218 funds tracked by Wall St. Rank hold SAH as of Q4 2021.

  • Gradient Investments reported no remaining Sonic Automotive position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 200 Sonic Automotive shares in Q4 2021, an estimated $11K.
  • Gradient Investments first reported a position in Sonic Automotive in Q2 2020 and held it in 6 quarters.
  • Gradient Investments's Sonic Automotive position peaked at $11K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.