Lido Advisors’s Penske Automotive Group PAG Stock Holding History

Lido Advisors’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
2021 Q4	–	Sell	-48,660	Closed	-$4.89M	–	1029
2021 Q3	$4.89M	Buy	+48,660	New	+$4.27M	0.07%	157

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

BAM

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's PAG Position: Q4 2021 in Review

Lido Advisors sold out of Penske Automotive Group (PAG) in Q4 2021, closing a stake of 48,660 shares — an estimated $4.89M sold.

Lido Advisors first reported a position in PAG in Q3 2021 and held it in 1 quarter. The position peaked at $4.89M in Q3 2021. 313 funds tracked by Wall St. Rank hold PAG as of Q4 2021.

Lido Advisors reported no remaining Penske Automotive Group position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 48,660 Penske Automotive Group shares in Q4 2021, an estimated $4.89M.
Lido Advisors first reported a position in Penske Automotive Group in Q3 2021 and held it in 1 quarter.
Lido Advisors's Penske Automotive Group position peaked at $4.89M in Q3 2021.
313 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.