HCR Wealth Advisors’s Autoliv ALV Stock Holding History

HCR Wealth Advisors’s Portfolio ALV Stock Details ALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,728	Closed	-$254K	–	269
2020 Q3	$254K	Buy	+10,728	New	+$761K	0.06%	143
2019 Q4	–	Sell	-10,567	Closed	-$365K	–	235
2019 Q3	$365K	Buy	10,567 +100	+1%	+$7.12K	0.12%	112
2019 Q2	$356K	Sell	10,467 -216	-2%	-$15.8K	0.1%	117
2019 Q1	$379K	Hold	10,683	–	–	0.11%	123
2018 Q4	$341K	Sell	10,683 -113	-1%	-$9.17K	0.11%	121
2018 Q3	$438K	Sell	10,796 -4,189	-28%	-$399K	0.14%	106
2018 Q2	$441K	Hold	14,985	–	–	0.14%	113
2018 Q1	$446K	Buy	+14,985	New	+$1.54M	0.15%	112
2017 Q4	–	Sell	-14,985	Closed	-$424K	–	169
2017 Q3	$424K	Buy	+14,985	New	+$1.22M	0.18%	107
2017 Q2	–	Sell	-13,229	Closed	-$390K	–	143
2017 Q1	$390K	Hold	13,229	–	–	0.2%	100
2016 Q4	$341K	Buy	+13,229	New	+$983K	0.18%	99

Other funds holding ALV

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCR Wealth Advisors's ALV Position: Q4 2020 in Review

HCR Wealth Advisors sold out of Autoliv (ALV) in Q4 2020, closing a stake of 10,728 shares — an estimated $254K sold.

HCR Wealth Advisors first reported a position in ALV in Q4 2016 and held it in 11 quarters. The position peaked at $446K in Q1 2018. 255 funds tracked by Wall St. Rank hold ALV as of Q4 2020.

HCR Wealth Advisors reported no remaining Autoliv position as of Q4 2020 after selling out during the quarter.
HCR Wealth Advisors sold 10,728 Autoliv shares in Q4 2020, an estimated $254K.
HCR Wealth Advisors first reported a position in Autoliv in Q4 2016 and held it in 11 quarters.
HCR Wealth Advisors's Autoliv position peaked at $446K in Q1 2018.
255 funds tracked by Wall St. Rank held Autoliv as of Q4 2020.

Based on HCR Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.