Pathstone Family Office’s AutoNation AN Stock Holding History

Pathstone Family Office’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
2023 Q3	$439K	Buy	2,900 +1,319	+83%	+$210K	﹤0.01%	1102
2023 Q2	$264K	Sell	1,581 -4	-0.3%	-$555	﹤0.01%	1017
2023 Q1	$215K	Sell	1,585 -467	-23%	-$59.9K	﹤0.01%	1053
2022 Q4	$220K	Sell	2,052 -3,887	-65%	-$430K	﹤0.01%	1352
2022 Q3	$605K	Buy	5,939 +3,906	+192%	+$458K	0.01%	991
2022 Q2	$227K	Buy	+2,033	New	+$231K	0.01%	908
2022 Q1	–	Sell	-2,314	Closed	-$270K	–	965
2021 Q4	$270K	Hold	2,314	–	–	0.01%	744
2021 Q3	$282K	Buy	+2,314	New	+$261K	0.01%	697
2020 Q1	–	Sell	-3,539	Closed	-$1.72M	–	758
2019 Q4	$1.72M	Hold	3,539	–	–	0.02%	166
2019 Q3	$179K	Hold	3,539	–	–	0.02%	154
2019 Q2	$148K	Hold	3,539	–	–	0.02%	217
2019 Q1	$126K	Buy	+3,539	New	+$128K	0.02%	211

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pathstone Family Office's AN Position: Q3 2023 in Review

Pathstone Family Office increased its AutoNation (AN) stake by 83% in Q3 2023, buying an estimated $210K and bringing the position to 2,900 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Pathstone Family Office first reported a position in AN in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.72M in Q4 2019. 436 funds tracked by Wall St. Rank hold AN as of Q3 2023.

Pathstone Family Office held 2,900 shares of AutoNation worth $439K as of Q3 2023.
Pathstone Family Office bought 1,319 AutoNation shares in Q3 2023, an estimated $210K.
AutoNation made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1102 holding.
Pathstone Family Office first reported a position in AutoNation in Q1 2019 and has held it in 12 quarters since.
Pathstone Family Office's AutoNation position peaked at $1.72M in Q4 2019.
436 funds tracked by Wall St. Rank held AutoNation as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.