Lehman & Derafelo Financial Resources’s Penske Automotive Group PAG Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q2	–	Sell	-3,000	Closed	-$281K	–	209
2022 Q1	$281K	Hold	3,000	–	–	0.08%	90
2021 Q4	$322K	Buy	3,000 +500	+20%	+$52.3K	0.1%	76
2021 Q3	$252K	Sell	2,500 -500	-17%	-$43.9K	0.08%	86
2021 Q2	$226K	Buy	3,000 +500	+20%	+$41.8K	0.06%	110
2021 Q1	$201K	Buy	+2,500	New	+$175K	0.06%	119

Other funds holding PAG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PAG Position: Q2 2022 in Review

Lehman & Derafelo Financial Resources sold out of Penske Automotive Group (PAG) in Q2 2022, closing a stake of 3,000 shares — an estimated $281K sold.

Lehman & Derafelo Financial Resources first reported a position in PAG in Q1 2021 and held it in 5 quarters. The position peaked at $322K in Q4 2021. 326 funds tracked by Wall St. Rank hold PAG as of Q2 2022.

Lehman & Derafelo Financial Resources reported no remaining Penske Automotive Group position as of Q2 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 3,000 Penske Automotive Group shares in Q2 2022, an estimated $281K.
Lehman & Derafelo Financial Resources first reported a position in Penske Automotive Group in Q1 2021 and held it in 5 quarters.
Lehman & Derafelo Financial Resources's Penske Automotive Group position peaked at $322K in Q4 2021.
326 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2022, filed 19 Jul 2022.