Measured Wealth Private Client Group’s AutoNation AN Stock Holding History

Measured Wealth Private Client Group’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,235	Closed	-$250K	–	150
2022 Q2	$250K	Buy	2,235 +170	+8%	+$19.3K	0.11%	134
2022 Q1	$206K	Buy	+2,065	New	+$228K	0.08%	166
2018 Q4	–	Sell	-74	Closed	-$3K	–	133
2018 Q3	$3K	Buy	+74	New	+$3.42K	﹤0.01%	734

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's AN Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of AutoNation (AN) in Q3 2022, closing a stake of 2,235 shares — an estimated $250K sold.

Measured Wealth Private Client Group first reported a position in AN in Q3 2018 and held it in 3 quarters. The position peaked at $250K in Q2 2022. 422 funds tracked by Wall St. Rank hold AN as of Q3 2022.

Measured Wealth Private Client Group reported no remaining AutoNation position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,235 AutoNation shares in Q3 2022, an estimated $250K.
Measured Wealth Private Client Group first reported a position in AutoNation in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's AutoNation position peaked at $250K in Q2 2022.
422 funds tracked by Wall St. Rank held AutoNation as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.