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Lloyd Advisory Services’s Asbury Automotive ABG Stock Holding History

Lloyd Advisory Services’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,858
Closed -$427K – 134
2023
Q3 		$427K Buy
+1,858
New +$424K 0.14% 147

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ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lloyd Advisory Services's ABG Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Asbury Automotive (ABG) in Q4 2023, closing a stake of 1,858 shares — an estimated $427K sold.

Lloyd Advisory Services first reported a position in ABG in Q3 2023 and held it in 1 quarter. The position peaked at $427K in Q3 2023. 313 funds tracked by Wall St. Rank hold ABG as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Asbury Automotive position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,858 Asbury Automotive shares in Q4 2023, an estimated $427K.
  • Lloyd Advisory Services first reported a position in Asbury Automotive in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Asbury Automotive position peaked at $427K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Asbury Automotive as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.