Mount Lucas Management’s AutoNation AN Stock Holding History

Mount Lucas 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
2023 Q2	–	Sell	-4,302	Closed	-$578K	–	141
2023 Q1	$578K	Sell	4,302 -257	-6%	-$33K	0.15%	93
2022 Q4	$489K	Sell	4,559 -4,624	-50%	-$511K	0.16%	84
2022 Q3	$935K	Sell	9,183 -180	-2%	-$21.1K	0.32%	62
2022 Q2	$1.05M	Buy	9,363 +5,274	+129%	+$598K	0.35%	60
2022 Q1	$407K	Buy	4,089 +250	+7%	+$27.6K	0.12%	98
2021 Q4	$449K	Buy	+3,839	New	+$462K	0.13%	110

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Mount Lucas Management's AN Position: Q2 2023 in Review

Mount Lucas Management sold out of AutoNation (AN) in Q2 2023, closing a stake of 4,302 shares — an estimated $578K sold.

Mount Lucas Management first reported a position in AN in Q4 2021 and held it in 6 quarters. The position peaked at $1.05M in Q2 2022. 436 funds tracked by Wall St. Rank hold AN as of Q2 2023.

Mount Lucas Management reported no remaining AutoNation position as of Q2 2023 after selling out during the quarter.
Mount Lucas Management sold 4,302 AutoNation shares in Q2 2023, an estimated $578K.
Mount Lucas Management first reported a position in AutoNation in Q4 2021 and held it in 6 quarters.
Mount Lucas Management's AutoNation position peaked at $1.05M in Q2 2022.
436 funds tracked by Wall St. Rank held AutoNation as of Q2 2023.

Based on Mount Lucas Management's 13F filing for Q2 2023, filed 14 Aug 2023.