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Koch Industries’s Penske Automotive Group PAG Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-10,831
Closed -$480K – 448
2018
Q1 		$480K Buy
+10,831
New +$525K 0.05% 410
2017
Q3 		– Sell
-7,173
Closed -$315K – 550
2017
Q2 		$315K Buy
+7,173
New +$316K 0.09% 262

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Koch Industries's PAG Position: Q2 2018 in Review

Koch Industries sold out of Penske Automotive Group (PAG) in Q2 2018, closing a stake of 10,831 shares — an estimated $480K sold.

Koch Industries first reported a position in PAG in Q2 2017 and held it in 2 quarters. The position peaked at $480K in Q1 2018. 240 funds tracked by Wall St. Rank hold PAG as of Q2 2018.

  • Koch Industries reported no remaining Penske Automotive Group position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 10,831 Penske Automotive Group shares in Q2 2018, an estimated $480K.
  • Koch Industries first reported a position in Penske Automotive Group in Q2 2017 and held it in 2 quarters.
  • Koch Industries's Penske Automotive Group position peaked at $480K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.