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Kapitalo Investimentos’s Penske Automotive Group PAG Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-743
Closed -$113K – 257
2024
Q4 		$113K Sell
743
-2,630
-78% -$417K 0.08% 148
2024
Q3 		$548K Buy
3,373
+1,674
+99% +$267K 0.13% 43
2024
Q2 		$253K Buy
+1,699
New +$258K 0.08% 106
2024
Q1 		– Sell
-3,018
Closed -$484K – 479
2023
Q4 		$484K Sell
3,018
-718
-19% -$110K 0.1% 110
2023
Q3 		$624K Buy
3,736
+3,397
+1,002% +$568K 0.08% 81
2023
Q2 		$56.5K Sell
339
-459
-58% -$66.6K 0.01% 392
2023
Q1 		$113K Buy
+798
New +$106K 0.04% 303

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

Kapitalo Investimentos's PAG Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Penske Automotive Group (PAG) in Q1 2025, closing a stake of 743 shares — an estimated $113K sold.

Kapitalo Investimentos first reported a position in PAG in Q1 2023 and held it in 7 quarters. The position peaked at $624K in Q3 2023. 390 funds tracked by Wall St. Rank hold PAG as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Penske Automotive Group position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 743 Penske Automotive Group shares in Q1 2025, an estimated $113K.
  • Kapitalo Investimentos first reported a position in Penske Automotive Group in Q1 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's Penske Automotive Group position peaked at $624K in Q3 2023.
  • 390 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.