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Lindbrook Capital’s Penske Automotive Group PAG Stock Holding History

Lindbrook Capital’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
2025
Q1 		$49.1K Buy
341
+301
+753% +$48.2K ﹤0.01% 1018
2024
Q4 		$6.1K Buy
40
+3
+8% +$476 ﹤0.01% 1895
2024
Q3 		$6.01K Sell
37
-58
-61% -$9.25K ﹤0.01% 1937
2024
Q2 		$14.2K Buy
95
+9
+10% +$1.37K ﹤0.01% 1435
2024
Q1 		$13.9K Hold
86
– – ﹤0.01% 1389
2023
Q4 		$13.8K Sell
86
-5
-5% -$766 ﹤0.01% 1370
2023
Q3 		$15.2K Buy
91
+3
+3% +$502 ﹤0.01% 1198
2023
Q2 		$14.7K Buy
88
+2
+2% +$290 ﹤0.01% 1251
2023
Q1 		$12.2K Buy
86
+2
+2% +$266 ﹤0.01% 1322
2022
Q4 		$9.65K Buy
84
+19
+29% +$2.17K ﹤0.01% 1452
2022
Q3 		$6K Sell
65
-33
-34% -$3.68K ﹤0.01% 1582
2022
Q2 		$10K Buy
98
+33
+51% +$3.54K ﹤0.01% 1262
2022
Q1 		$6K Hold
65
– – ﹤0.01% 1537
2021
Q4 		$7K Hold
65
– – ﹤0.01% 1406
2021
Q3 		$7K Hold
65
– – ﹤0.01% 1139
2021
Q2 		$5K Hold
65
– – ﹤0.01% 1301
2021
Q1 		$5K Hold
65
– – ﹤0.01% 1267
2020
Q4 		$4K Hold
65
– – ﹤0.01% 1266
2020
Q3 		$3K Hold
65
– – ﹤0.01% 1294
2020
Q2 		$3K Buy
+65
New +$2.27K ﹤0.01% 1281

Other funds holding PAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lindbrook Capital's PAG Position: Q1 2025 in Review

Lindbrook Capital increased its Penske Automotive Group (PAG) stake by 753% in Q1 2025, buying an estimated $48.2K and bringing the position to 341 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Lindbrook Capital first reported a position in PAG in Q2 2020 and has held it in 20 quarters since. 390 funds tracked by Wall St. Rank hold PAG as of Q1 2025.

  • Lindbrook Capital held 341 shares of Penske Automotive Group worth $49.1K as of Q1 2025.
  • Lindbrook Capital bought 301 Penske Automotive Group shares in Q1 2025, an estimated $48.2K.
  • Penske Automotive Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1018 holding.
  • Lindbrook Capital first reported a position in Penske Automotive Group in Q2 2020 and has held it in 20 quarters since.
  • 390 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.