MCM
PAG icon

Monument Capital Management’s Penske Automotive Group PAG Stock Holding History

Monument Capital Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,462
Closed -$2.5M – 193
2024
Q1 		$2.5M Sell
15,462
-422
-3% -$64.4K 0.72% 51
2023
Q4 		$2.55M Sell
15,884
-163
-1% -$25K 0.82% 39
2023
Q3 		$2.68M Buy
16,047
+158
+1% +$26.4K 0.9% 29
2023
Q2 		$2.65M Buy
+15,889
New +$2.3M 0.84% 35

Other funds holding PAG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monument Capital Management's PAG Position: Q2 2024 in Review

Monument Capital Management sold out of Penske Automotive Group (PAG) in Q2 2024, closing a stake of 15,462 shares — an estimated $2.5M sold.

Monument Capital Management first reported a position in PAG in Q2 2023 and held it in 4 quarters. The position peaked at $2.68M in Q3 2023. 351 funds tracked by Wall St. Rank hold PAG as of Q2 2024.

  • Monument Capital Management reported no remaining Penske Automotive Group position as of Q2 2024 after selling out during the quarter.
  • Monument Capital Management sold 15,462 Penske Automotive Group shares in Q2 2024, an estimated $2.5M.
  • Monument Capital Management first reported a position in Penske Automotive Group in Q2 2023 and held it in 4 quarters.
  • Monument Capital Management's Penske Automotive Group position peaked at $2.68M in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.