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Harvest Group Wealth Management’s Sonic Automotive SAH Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-55
Closed -$1.44K – 923
2019
Q4 		$1K Hold
55
– – ﹤0.01% 850
2019
Q3 		$2K Hold
55
– – ﹤0.01% 757
2019
Q2 		$1K Buy
+55
New +$1.06K ﹤0.01% 798

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Harvest Group Wealth Management's SAH Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Sonic Automotive (SAH) in Q1 2020, closing a stake of 55 shares — an estimated $1.44K sold.

Harvest Group Wealth Management first reported a position in SAH in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 142 funds tracked by Wall St. Rank hold SAH as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Sonic Automotive position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 55 Sonic Automotive shares in Q1 2020, an estimated $1.44K.
  • Harvest Group Wealth Management first reported a position in Sonic Automotive in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Sonic Automotive position peaked at $2K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.