R Squared’s Sonic Automotive SAH Stock Holding History

R Squared’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 Q3	–	Sell	-2,680	Closed	-$214K	–	685
2025 Q2	$214K	Buy	+2,680	New	+$180K	0.12%	290
2025 Q1	–	Sell	-1,130	Closed	-$71.6K	–	1264
2024 Q4	$71.6K	Buy	+1,130	New	+$70K	0.07%	361

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

Goldman Sachs New York $871B AUM 31.28% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

R Squared's SAH Position: Q3 2025 in Review

R Squared sold out of Sonic Automotive (SAH) in Q3 2025, closing a stake of 2,680 shares — an estimated $214K sold.

R Squared first reported a position in SAH in Q4 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2025. 228 funds tracked by Wall St. Rank hold SAH as of Q3 2025.

R Squared reported no remaining Sonic Automotive position as of Q3 2025 after selling out during the quarter.
R Squared sold 2,680 Sonic Automotive shares in Q3 2025, an estimated $214K.
R Squared first reported a position in Sonic Automotive in Q4 2024 and held it in 2 quarters.
R Squared's Sonic Automotive position peaked at $214K in Q2 2025.
228 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.