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Orion Portfolio Solutions’s Sonic Automotive SAH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-92
Closed -$3K – 1727
2020
Q2 		$3K Buy
+92
New +$2.12K ﹤0.01% 1680

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Orion Portfolio Solutions's SAH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Sonic Automotive (SAH) in Q3 2020, closing a stake of 92 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in SAH in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 178 funds tracked by Wall St. Rank hold SAH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Sonic Automotive position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 92 Sonic Automotive shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Sonic Automotive in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Sonic Automotive position peaked at $3K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.