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Johnson Financial Group Inc (Wisconsin)’s Penske Automotive Group PAG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-2
Closed -$324 – 925
2024
Q1 		$324 Hold
2
– – ﹤0.01% 736
2023
Q4 		$322 Buy
+2
New +$306 ﹤0.01% 858
2021
Q1 		– Sell
-284
Closed -$17K – 679
2020
Q4 		$17K Buy
+284
New +$16K ﹤0.01% 420

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Vanguard Group
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PAG Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Penske Automotive Group (PAG) in Q2 2024, closing a stake of 2 shares — an estimated $324 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PAG in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 351 funds tracked by Wall St. Rank hold PAG as of Q2 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Penske Automotive Group position as of Q2 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2 Penske Automotive Group shares in Q2 2024, an estimated $324.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Penske Automotive Group in Q4 2020 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Penske Automotive Group position peaked at $17K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.