LF
AN icon

Lee Financial’s AutoNation AN Stock Holding History

Lee Financial’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$301 – 184
2023
Q4 		$301 Hold
2
– – ﹤0.01% 837
2023
Q3 		$303 Hold
2
– – ﹤0.01% 812
2023
Q2 		$330 Hold
2
– – ﹤0.01% 753
2023
Q1 		$269 Hold
2
– – ﹤0.01% 766
2022
Q4 		$215 Hold
2
– – ﹤0.01% 876
2022
Q3 		$0 Hold
2
– – ﹤0.01% 820
2022
Q2 		$0 Sell
2
-9
-82% -$1.02K ﹤0.01% 849
2022
Q1 		$1K Hold
11
– – ﹤0.01% 708
2021
Q4 		$1K Sell
11
-8
-42% -$963 ﹤0.01% 813
2021
Q3 		$2K Hold
19
– – ﹤0.01% 585
2021
Q2 		$2K Buy
+19
New +$1.86K ﹤0.01% 543

Other funds holding AN

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's AN Position: Q1 2024 in Review

Lee Financial sold out of AutoNation (AN) in Q1 2024, closing a stake of 2 shares — an estimated $301 sold.

Lee Financial first reported a position in AN in Q2 2021 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • Lee Financial reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2 AutoNation shares in Q1 2024, an estimated $301.
  • Lee Financial first reported a position in AutoNation in Q2 2021 and held it in 11 quarters.
  • Lee Financial's AutoNation position peaked at $2K in Q3 2021.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.