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Hyperion Capital Advisors’s Penske Automotive Group PAG Stock Holding History

Hyperion Capital Advisors’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
2024
Q4 		– Sell
-1,720
Closed -$279K – 125
2024
Q3 		$279K Hold
1,720
– – 0.13% 70
2024
Q2 		$256K Hold
1,720
– – 0.12% 72
2024
Q1 		$279K Buy
+1,720
New +$263K 0.13% 68

Other funds holding PAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Hyperion Capital Advisors's PAG Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of Penske Automotive Group (PAG) in Q4 2024, closing a stake of 1,720 shares — an estimated $279K sold.

Hyperion Capital Advisors first reported a position in PAG in Q1 2024 and held it in 3 quarters. The position peaked at $279K in Q3 2024. 373 funds tracked by Wall St. Rank hold PAG as of Q4 2024.

  • Hyperion Capital Advisors reported no remaining Penske Automotive Group position as of Q4 2024 after selling out during the quarter.
  • Hyperion Capital Advisors sold 1,720 Penske Automotive Group shares in Q4 2024, an estimated $279K.
  • Hyperion Capital Advisors first reported a position in Penske Automotive Group in Q1 2024 and held it in 3 quarters.
  • Hyperion Capital Advisors's Penske Automotive Group position peaked at $279K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.