Newbridge Financial Services Group’s AutoNation AN Stock Holding History

Newbridge Financial Services 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
2024 Q2	–	Sell	-4	Closed	-$662	–	1090
2024 Q1	$662	Sell	4 -108	-96%	-$15.9K	﹤0.01%	1077
2023 Q4	$16.8K	Sell	112 -110	-50%	-$15.2K	0.01%	624
2023 Q3	$33.6K	Sell	222 -260	-54%	-$41.5K	0.02%	519
2023 Q2	$79.3K	Sell	482 -215	-31%	-$29.8K	0.04%	355
2023 Q1	$93.6K	Sell	697 -5	-0.7%	-$642	0.05%	328
2022 Q4	$75.3K	Sell	702 -103	-13%	-$11.4K	0.04%	365
2022 Q3	$82K	Hold	805	–	–	0.05%	328
2022 Q2	$90K	Hold	805	–	–	0.06%	282
2022 Q1	$80K	Hold	805	–	–	0.04%	356
2021 Q4	$94K	Sell	805 -65	-7%	-$7.82K	0.04%	321
2021 Q3	$106K	Buy	870 +287	+49%	+$32.4K	0.07%	261
2021 Q2	$55K	Buy	583 +49	+9%	+$4.8K	0.03%	409
2021 Q1	$50K	Buy	534 +132	+33%	+$10.6K	0.04%	398
2020 Q4	$28K	Buy	+402	New	+$25.3K	0.02%	460

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Newbridge Financial Services Group's AN Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of AutoNation (AN) in Q2 2024, closing a stake of 4 shares — an estimated $662 sold.

Newbridge Financial Services Group first reported a position in AN in Q4 2020 and held it in 14 quarters. The position peaked at $106K in Q3 2021. 449 funds tracked by Wall St. Rank hold AN as of Q2 2024.

Newbridge Financial Services Group reported no remaining AutoNation position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 4 AutoNation shares in Q2 2024, an estimated $662.
Newbridge Financial Services Group first reported a position in AutoNation in Q4 2020 and held it in 14 quarters.
Newbridge Financial Services Group's AutoNation position peaked at $106K in Q3 2021.
449 funds tracked by Wall St. Rank held AutoNation as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.