K.J. Harrison & Partners’s Sonic Automotive SAH Stock Holding History

K.J. Harrison & Partners’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
2022 Q1	–	Sell	-30,000	Closed	-$1.49M	–	365
2021 Q4	$1.49M	Hold	30,000	–	–	0.21%	130
2021 Q3	$1.58M	Buy	+30,000	New	+$1.52M	0.23%	123
2021 Q1	–	Sell	-20,000	Closed	-$771K	–	375
2020 Q4	$771K	Sell	20,000 -300	-1%	-$12.2K	0.13%	174
2020 Q3	$816K	Buy	+20,300	New	+$824K	0.17%	139
2014 Q3	–	Sell	-20,000	Closed	-$534K	–	168
2014 Q2	$534K	Hold	20,000	–	–	0.15%	113
2014 Q1	$448K	Buy	+20,000	New	+$459K	0.13%	123

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

K.J. Harrison & Partners's SAH Position: Q1 2022 in Review

K.J. Harrison & Partners sold out of Sonic Automotive (SAH) in Q1 2022, closing a stake of 30,000 shares — an estimated $1.49M sold.

K.J. Harrison & Partners first reported a position in SAH in Q1 2014 and held it in 6 quarters. The position peaked at $1.58M in Q3 2021. 205 funds tracked by Wall St. Rank hold SAH as of Q1 2022.

K.J. Harrison & Partners reported no remaining Sonic Automotive position as of Q1 2022 after selling out during the quarter.
K.J. Harrison & Partners sold 30,000 Sonic Automotive shares in Q1 2022, an estimated $1.49M.
K.J. Harrison & Partners first reported a position in Sonic Automotive in Q1 2014 and held it in 6 quarters.
K.J. Harrison & Partners's Sonic Automotive position peaked at $1.58M in Q3 2021.
205 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2022.

Based on K.J. Harrison & Partners's 13F filing for Q1 2022, filed 21 Apr 2022.