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Lee Financial’s Penske Automotive Group PAG Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-2
Closed -$230 – 915
2022
Q4 		$230 Hold
2
– – ﹤0.01% 871
2022
Q3 		$0 Hold
2
– – ﹤0.01% 963
2022
Q2 		$0 Buy
+2
New +$214 ﹤0.01% 956
2018
Q3 		– Sell
-140
Closed -$7K – 635
2018
Q2 		$7K Hold
140
– – ﹤0.01% 568
2018
Q1 		$6K Buy
+140
New +$6.79K ﹤0.01% 598

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Lee Financial's PAG Position: Q1 2023 in Review

Lee Financial sold out of Penske Automotive Group (PAG) in Q1 2023, closing a stake of 2 shares — an estimated $230 sold.

Lee Financial first reported a position in PAG in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 332 funds tracked by Wall St. Rank hold PAG as of Q1 2023.

  • Lee Financial reported no remaining Penske Automotive Group position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 2 Penske Automotive Group shares in Q1 2023, an estimated $230.
  • Lee Financial first reported a position in Penske Automotive Group in Q1 2018 and held it in 5 quarters.
  • Lee Financial's Penske Automotive Group position peaked at $7K in Q2 2018.
  • 332 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.