NorthCrest Asset Manangement’s AutoNation AN Stock Holding History

NorthCrest Asset Manangement’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
2026 Q1	$849K	Sell	4,294 -1,553	-27%	-$314K	0.03%	362
2025 Q4	$1.22M	Sell	5,847 -190	-3%	-$39.5K	0.03%	343
2025 Q3	$1.3M	Buy	6,037 +574	+11%	+$121K	0.03%	305
2025 Q2	$1.16M	Buy	5,463 +515	+10%	+$93K	0.03%	286
2025 Q1	$801K	Buy	4,948 +128	+3%	+$22.8K	0.02%	334
2024 Q4	$819K	Hold	4,820	–	–	0.02%	328
2024 Q3	$862K	Hold	4,820	–	–	0.03%	312
2024 Q2	$768K	Hold	4,820	–	–	0.03%	307
2024 Q1	$798K	Buy	4,820 +120	+3%	+$17.7K	0.03%	300
2023 Q4	$706K	Hold	4,700	–	–	0.03%	318
2023 Q3	$712K	Sell	4,700 -6	-0.1%	-$957	0.03%	297
2023 Q2	$775K	Buy	4,706 +6	+0.1%	+$833	0.03%	293
2023 Q1	$631K	Buy	4,700 +1,500	+47%	+$193K	0.03%	320
2022 Q4	$343K	Hold	3,200	–	–	0.02%	343
2022 Q3	$326K	Hold	3,200	–	–	0.02%	366
2022 Q2	$358K	Hold	3,200	–	–	0.02%	351
2022 Q1	$319K	Buy	+3,200	New	+$354K	0.02%	359

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

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

AQR Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return