LCGC
AN icon

Legacy Capital Group California’s AutoNation AN Stock Holding History

Legacy Capital Group California’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
-3,363
Closed -$505K – 302
2023
Q4 		$505K Sell
3,363
-18
-0.5% -$2.48K 0.2% 159
2023
Q3 		$512K Sell
3,381
-83
-2% -$13.2K 0.22% 137
2023
Q2 		$570K Buy
3,464
+99
+3% +$13.7K 0.23% 128
2023
Q1 		$452K Buy
+3,365
New +$432K 0.22% 134

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

Legacy Capital Group California's AN Position: Q1 2024 in Review

Legacy Capital Group California sold out of AutoNation (AN) in Q1 2024, closing a stake of 3,363 shares — an estimated $505K sold.

Legacy Capital Group California first reported a position in AN in Q1 2023 and held it in 4 quarters. The position peaked at $570K in Q2 2023. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • Legacy Capital Group California reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 3,363 AutoNation shares in Q1 2024, an estimated $505K.
  • Legacy Capital Group California first reported a position in AutoNation in Q1 2023 and held it in 4 quarters.
  • Legacy Capital Group California's AutoNation position peaked at $570K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.