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Naples Money Management’s Sonic Automotive SAH Stock Holding History

Naples Money Management’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
2024
Q3 		– Sell
-200
Closed -$10.8K – 429
2024
Q2 		$10.8K Buy
+200
New +$11.1K 0.01% 185

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Naples Money Management's SAH Position: Q3 2024 in Review

Naples Money Management sold out of Sonic Automotive (SAH) in Q3 2024, closing a stake of 200 shares — an estimated $10.8K sold.

Naples Money Management first reported a position in SAH in Q2 2024 and held it in 1 quarter. The position peaked at $10.8K in Q2 2024. 189 funds tracked by Wall St. Rank hold SAH as of Q3 2024.

  • Naples Money Management reported no remaining Sonic Automotive position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 200 Sonic Automotive shares in Q3 2024, an estimated $10.8K.
  • Naples Money Management first reported a position in Sonic Automotive in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's Sonic Automotive position peaked at $10.8K in Q2 2024.
  • 189 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.