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Oracle Alpha’s Sonic Automotive SAH Stock Holding History

Oracle Alpha’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
Q1 		$349K Sell
6,121
-1,175
-16% -$62.2K 0.63% 50
2023
Q4 		$410K Buy
+7,296
New +$365K 0.53% 53

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Oracle Alpha's SAH Position: Q1 2024 in Review

Oracle Alpha reduced its Sonic Automotive (SAH) stake by 16% in Q1 2024, selling an estimated $62.2K and leaving 6,121 shares worth $349K. The position accounts for 0.63% of the portfolio, ranked #50.

Oracle Alpha first reported a position in SAH in Q4 2023 and has held it in 2 quarters since. The position peaked at $410K in Q4 2023. 184 funds tracked by Wall St. Rank hold SAH as of Q1 2024.

  • Oracle Alpha held 6,121 shares of Sonic Automotive worth $349K as of Q1 2024.
  • Oracle Alpha sold 1,175 Sonic Automotive shares in Q1 2024, an estimated $62.2K.
  • Sonic Automotive made up 0.63% of Oracle Alpha's portfolio in Q1 2024, its #50 holding.
  • Oracle Alpha first reported a position in Sonic Automotive in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Sonic Automotive position peaked at $410K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.