Petrus Trust Company’s Sonic Automotive SAH Stock Holding History

Petrus Trust Company’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 Q2	–	Sell	-15,207	Closed	-$866K	–	693
2025 Q1	$866K	Buy	+15,207	New	+$1.02M	0.08%	55
2024 Q3	–	Sell	-7,877	Closed	-$429K	–	724
2024 Q2	$429K	Buy	+7,877	New	+$437K	0.04%	284
2024 Q1	–	Sell	-8,282	Closed	-$466K	–	767
2023 Q4	$466K	Sell	8,282 -3,120	-27%	-$156K	0.04%	250
2023 Q3	$545K	Sell	11,402 -4,170	-27%	-$212K	0.06%	149
2023 Q2	$742K	Buy	+15,572	New	+$718K	0.08%	56
2020 Q4	–	Sell	-6,266	Closed	-$252K	–	209
2020 Q3	$252K	Buy	+6,266	New	+$254K	0.03%	129
2020 Q2	–	Sell	-11,509	Closed	-$153K	–	307
2020 Q1	$153K	Buy	11,509 +4,854	+73%	+$127K	0.02%	128
2019 Q4	$206K	Buy	+6,655	New	+$211K	0.03%	241

Other funds holding SAH

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Petrus Trust Company's SAH Position: Q2 2025 in Review

Petrus Trust Company sold out of Sonic Automotive (SAH) in Q2 2025, closing a stake of 15,207 shares — an estimated $866K sold.

Petrus Trust Company first reported a position in SAH in Q4 2019 and held it in 8 quarters. The position peaked at $866K in Q1 2025. 215 funds tracked by Wall St. Rank hold SAH as of Q2 2025.

Petrus Trust Company reported no remaining Sonic Automotive position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 15,207 Sonic Automotive shares in Q2 2025, an estimated $866K.
Petrus Trust Company first reported a position in Sonic Automotive in Q4 2019 and held it in 8 quarters.
Petrus Trust Company's Sonic Automotive position peaked at $866K in Q1 2025.
215 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.