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Lindbrook Capital’s Sonic Automotive SAH Stock Holding History

Lindbrook Capital’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$436 – 2900
2024
Q2 		$436 Buy
+8
New +$443 ﹤0.01% 2655
2023
Q4 		– Sell
-7
Closed -$334 – 2806
2023
Q3 		$334 Hold
7
– – ﹤0.01% 2594
2023
Q2 		$334 Buy
+7
New +$323 ﹤0.01% 2593
2023
Q1 		– Sell
-6
Closed -$296 – 2895
2022
Q4 		$296 Hold
6
– – ﹤0.01% 2681
2022
Q3 		$0 Hold
6
– – ﹤0.01% 2874
2022
Q2 		$0 Buy
+6
New +$258 ﹤0.01% 2734
2020
Q2 		– Sell
-10
Closed – – 1866
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1842
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1542
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1524
2019
Q2 		$0 Sell
10
-75
-88% -$1.44K ﹤0.01% 1493
2019
Q1 		$1K Hold
85
– – ﹤0.01% 1336
2018
Q4 		$1K Buy
+85
New +$1.41K ﹤0.01% 1296

Other funds holding SAH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's SAH Position: Q3 2024 in Review

Lindbrook Capital sold out of Sonic Automotive (SAH) in Q3 2024, closing a stake of 8 shares — an estimated $436 sold.

Lindbrook Capital first reported a position in SAH in Q4 2018 and held it in 12 quarters. The position peaked at $1K in Q1 2019. 189 funds tracked by Wall St. Rank hold SAH as of Q3 2024.

  • Lindbrook Capital reported no remaining Sonic Automotive position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 8 Sonic Automotive shares in Q3 2024, an estimated $436.
  • Lindbrook Capital first reported a position in Sonic Automotive in Q4 2018 and held it in 12 quarters.
  • Lindbrook Capital's Sonic Automotive position peaked at $1K in Q1 2019.
  • 189 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.