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Retirement Group’s Penske Automotive Group PAG Stock Holding History

Retirement Group’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
2024
Q1 		$4.05K Hold
25
– – ﹤0.01% 590
2023
Q4 		$4.01K Hold
25
– – ﹤0.01% 557
2023
Q3 		$4.18K Hold
25
– – ﹤0.01% 505
2023
Q2 		$4.17K Hold
25
– – ﹤0.01% 535
2023
Q1 		$4K Sell
25
-25
-50% -$3.33K ﹤0.01% 525
2022
Q4 		$6K Buy
+50
New +$5.7K ﹤0.01% 419

Other funds holding PAG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Retirement Group's PAG Position: Q1 2024 in Review

Retirement Group held its Penske Automotive Group (PAG) position steady in Q1 2024 at 25 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Retirement Group first reported a position in PAG in Q4 2022 and has held it in 6 quarters since. The position peaked at $6K in Q4 2022. 362 funds tracked by Wall St. Rank hold PAG as of Q1 2024.

  • Retirement Group held 25 shares of Penske Automotive Group worth $4.05K as of Q1 2024.
  • Retirement Group left its Penske Automotive Group share count unchanged in Q1 2024.
  • Penske Automotive Group made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #590 holding.
  • Retirement Group first reported a position in Penske Automotive Group in Q4 2022 and has held it in 6 quarters since.
  • Retirement Group's Penske Automotive Group position peaked at $6K in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.