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Oliver Luxxe Assets’s Sonic Automotive SAH Stock Holding History

Oliver Luxxe Assets’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
2025
Q4 		– Sell
-23,965
Closed -$1.82M – 207
2025
Q3 		$1.82M Buy
23,965
+824
+4% +$65.7K 0.29% 120
2025
Q2 		$1.85M Buy
23,141
+205
+0.9% +$13.8K 0.33% 101
2025
Q1 		$1.31M Buy
+22,936
New +$1.54M 0.24% 130

Other funds holding SAH

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Oliver Luxxe Assets's SAH Position: Q4 2025 in Review

Oliver Luxxe Assets sold out of Sonic Automotive (SAH) in Q4 2025, closing a stake of 23,965 shares — an estimated $1.82M sold.

Oliver Luxxe Assets first reported a position in SAH in Q1 2025 and held it in 3 quarters. The position peaked at $1.85M in Q2 2025. 229 funds tracked by Wall St. Rank hold SAH as of Q4 2025.

  • Oliver Luxxe Assets reported no remaining Sonic Automotive position as of Q4 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 23,965 Sonic Automotive shares in Q4 2025, an estimated $1.82M.
  • Oliver Luxxe Assets first reported a position in Sonic Automotive in Q1 2025 and held it in 3 quarters.
  • Oliver Luxxe Assets's Sonic Automotive position peaked at $1.85M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2025.

Based on Oliver Luxxe Assets's 13F filing for Q4 2025, filed 8 Jan 2026.