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Plante Moran Financial Advisors’s Penske Automotive Group PAG Stock Holding History

Plante Moran Financial Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-611
Closed -$66K – 942
2021
Q4 		$66K Sell
611
-635
-51% -$66.4K 0.01% 309
2021
Q3 		$125K Buy
+1,246
New +$109K 0.03% 234
2016
Q1 		– Sell
-110
Closed -$5K – 986
2015
Q4 		$5K Buy
+110
New +$5.18K ﹤0.01% 732

Other funds holding PAG

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plante Moran Financial Advisors's PAG Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Penske Automotive Group (PAG) in Q1 2022, closing a stake of 611 shares — an estimated $66K sold.

Plante Moran Financial Advisors first reported a position in PAG in Q4 2015 and held it in 3 quarters. The position peaked at $125K in Q3 2021. 321 funds tracked by Wall St. Rank hold PAG as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Penske Automotive Group position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 611 Penske Automotive Group shares in Q1 2022, an estimated $66K.
  • Plante Moran Financial Advisors first reported a position in Penske Automotive Group in Q4 2015 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Penske Automotive Group position peaked at $125K in Q3 2021.
  • 321 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.