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O'Shaughnessy Asset Management’s Sonic Automotive SAH Stock Holding History

O'Shaughnessy Asset Management’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
2021
Q4 		– Sell
-144
Closed -$8K – 2240
2021
Q3 		$8K Buy
+144
New +$7.3K ﹤0.01% 2224

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

O'Shaughnessy Asset Management's SAH Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Sonic Automotive (SAH) in Q4 2021, closing a stake of 144 shares — an estimated $8K sold.

O'Shaughnessy Asset Management first reported a position in SAH in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 218 funds tracked by Wall St. Rank hold SAH as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Sonic Automotive position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 144 Sonic Automotive shares in Q4 2021, an estimated $8K.
  • O'Shaughnessy Asset Management first reported a position in Sonic Automotive in Q3 2021 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Sonic Automotive position peaked at $8K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.