MPM
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Meritage Portfolio Management’s AutoNation AN Stock Holding History

Meritage Portfolio Management’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
2024
Q1 		– Sell
-1,989
Closed -$299K – 339
2023
Q4 		$299K Buy
1,989
+107
+6% +$14.8K 0.02% 295
2023
Q3 		$285K Buy
1,882
+99
+6% +$15.8K 0.02% 287
2023
Q2 		$293K Buy
+1,783
New +$247K 0.02% 293

Other funds holding AN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meritage Portfolio Management's AN Position: Q1 2024 in Review

Meritage Portfolio Management sold out of AutoNation (AN) in Q1 2024, closing a stake of 1,989 shares — an estimated $299K sold.

Meritage Portfolio Management first reported a position in AN in Q2 2023 and held it in 3 quarters. The position peaked at $299K in Q4 2023. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • Meritage Portfolio Management reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 1,989 AutoNation shares in Q1 2024, an estimated $299K.
  • Meritage Portfolio Management first reported a position in AutoNation in Q2 2023 and held it in 3 quarters.
  • Meritage Portfolio Management's AutoNation position peaked at $299K in Q4 2023.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Meritage Portfolio Management's 13F filing for Q1 2024, filed 29 Apr 2024.