LPL Financial
SAH icon

LPL Financial’s Sonic Automotive SAH Stock Holding History

LPL Financial’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
2022
Q4 		– Sell
-6,173
Closed -$267K – 4537
2022
Q3 		$267K Buy
+6,173
New +$280K ﹤0.01% 3697
2020
Q4 		– Sell
-6,088
Closed -$244K – 3856
2020
Q3 		$244K Buy
+6,088
New +$247K ﹤0.01% 3049

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LPL Financial's SAH Position: Q4 2022 in Review

LPL Financial sold out of Sonic Automotive (SAH) in Q4 2022, closing a stake of 6,173 shares — an estimated $267K sold.

LPL Financial first reported a position in SAH in Q3 2020 and held it in 2 quarters. The position peaked at $267K in Q3 2022. 199 funds tracked by Wall St. Rank hold SAH as of Q4 2022.

  • LPL Financial reported no remaining Sonic Automotive position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 6,173 Sonic Automotive shares in Q4 2022, an estimated $267K.
  • LPL Financial first reported a position in Sonic Automotive in Q3 2020 and held it in 2 quarters.
  • LPL Financial's Sonic Automotive position peaked at $267K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.