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

Lehman 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
2015
Q4 		– Sell
-1,500
Closed -$72K – 255
2015
Q3 		$72K Hold
1,500
– – 0.04% 118
2015
Q2 		$78K Hold
1,500
– – 0.04% 120
2015
Q1 		$77K Hold
1,500
– – 0.04% 119
2014
Q4 		$74K Buy
1,500
+400
+36% +$18.3K 0.04% 114
2014
Q3 		$45K Hold
1,100
– – 0.02% 158
2014
Q2 		$54K Hold
1,100
– – 0.03% 135
2014
Q1 		$47K Hold
1,100
– – 0.02% 145
2013
Q4 		$52K Hold
1,100
– – 0.03% 120
2013
Q3 		$47K Hold
1,100
– – 0.03% 127
2013
Q2 		$34K Buy
+1,100
New +$34.3K 0.02% 126

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Lehman Financial Resources's PAG Position: Q4 2015 in Review

Lehman Financial Resources sold out of Penske Automotive Group (PAG) in Q4 2015, closing a stake of 1,500 shares — an estimated $72K sold.

Lehman Financial Resources first reported a position in PAG in Q2 2013 and held it in 10 quarters. The position peaked at $78K in Q2 2015. 238 funds tracked by Wall St. Rank hold PAG as of Q4 2015.

  • Lehman Financial Resources reported no remaining Penske Automotive Group position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,500 Penske Automotive Group shares in Q4 2015, an estimated $72K.
  • Lehman Financial Resources first reported a position in Penske Automotive Group in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Penske Automotive Group position peaked at $78K in Q2 2015.
  • 238 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.