Jacobs Levy Equity Management
SAH icon

Jacobs Levy Equity Management’s Sonic Automotive SAH Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$14.9M Buy
216,580
+9,316
+4% +$582K 0.06% 252
2025
Q4 		$12.8M Sell
207,264
-16,132
-7% -$1.07M 0.05% 265
2025
Q3 		$17M Sell
223,396
-21,354
-9% -$1.7M 0.07% 221
2025
Q2 		$19.6M Sell
244,750
-7,706
-3% -$519K 0.08% 217
2025
Q1 		$14.4M Sell
252,456
-5,654
-2% -$380K 0.06% 281
2024
Q4 		$16.4M Sell
258,110
-3,481
-1% -$216K 0.06% 239
2024
Q3 		$15.3M Sell
261,591
-26,502
-9% -$1.53M 0.06% 268
2024
Q2 		$15.7M Buy
288,093
+11,839
+4% +$656K 0.06% 266
2024
Q1 		$15.7M Sell
276,254
-2,883
-1% -$153K 0.07% 236
2023
Q4 		$15.7M Sell
279,137
-22,389
-7% -$1.12M 0.08% 246
2023
Q3 		$14.4M Buy
301,526
+285,999
+1,842% +$14.5M 0.09% 215
2023
Q2 		$740K Buy
+15,527
New +$716K ﹤0.01% 752
2022
Q3 		– Sell
-144,535
Closed -$5.29M – 1144
2022
Q2 		$5.29M Buy
144,535
+17,037
+13% +$731K 0.04% 411
2022
Q1 		$5.42M Sell
127,498
-121
-0.1% -$5.96K 0.04% 401
2021
Q4 		$6.31M Buy
+127,619
New +$6.39M 0.04% 384
2014
Q2 		– Sell
-44,969
Closed -$1.01M – 915
2014
Q1 		$1.01M Buy
44,969
+25,709
+133% +$591K 0.02% 534
2013
Q4 		$471K Sell
19,260
-129,151
-87% -$3.01M 0.01% 723
2013
Q3 		$3.53M Sell
148,411
-120,259
-45% -$2.77M 0.06% 333
2013
Q2 		$5.68M Buy
+268,670
New +$5.97M 0.1% 257

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management's SAH Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Sonic Automotive (SAH) stake by 4.5% in Q1 2026, buying an estimated $582K and bringing the position to 216,580 shares worth $14.9M. The position accounts for 0.06% of the portfolio, ranked #252.

Jacobs Levy Equity Management first reported a position in SAH in Q2 2013 and has held it in 19 quarters since. The position peaked at $19.6M in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Jacobs Levy Equity Management held 216,580 shares of Sonic Automotive worth $14.9M as of Q1 2026.
  • Jacobs Levy Equity Management bought 9,316 Sonic Automotive shares in Q1 2026, an estimated $582K.
  • Sonic Automotive made up 0.06% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #252 holding.
  • Jacobs Levy Equity Management first reported a position in Sonic Automotive in Q2 2013 and has held it in 19 quarters since.
  • Jacobs Levy Equity Management's Sonic Automotive position peaked at $19.6M in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.