HWP
PAG icon

Hefty Wealth Partners’s Penske Automotive Group PAG Stock Holding History

Hefty Wealth Partners’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$17K Hold
390
– – 0.01% 170
2017
Q4 		$19K Hold
390
– – 0.01% 169
2017
Q3 		$19K Hold
390
– – 0.01% 163
2017
Q2 		$17K Hold
390
– – 0.01% 151
2017
Q1 		$18K Hold
390
– – 0.01% 154
2016
Q4 		$20K Buy
+390
New +$19K 0.02% 146

Other funds holding PAG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return

Hefty Wealth Partners's PAG Position: Q1 2018 in Review

Hefty Wealth Partners held its Penske Automotive Group (PAG) position steady in Q1 2018 at 390 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #170.

Hefty Wealth Partners first reported a position in PAG in Q4 2016 and has held it in 6 quarters since. The position peaked at $20K in Q4 2016. 236 funds tracked by Wall St. Rank hold PAG as of Q1 2018.

  • Hefty Wealth Partners held 390 shares of Penske Automotive Group worth $17K as of Q1 2018.
  • Hefty Wealth Partners left its Penske Automotive Group share count unchanged in Q1 2018.
  • Penske Automotive Group made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #170 holding.
  • Hefty Wealth Partners first reported a position in Penske Automotive Group in Q4 2016 and has held it in 6 quarters since.
  • Hefty Wealth Partners's Penske Automotive Group position peaked at $20K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.