RA
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Rise Advisors’s AutoNation AN Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-57
Closed -$12.5K – 176
2025
Q3 		$12.5K Hold
57
– – ﹤0.01% 870
2025
Q2 		$11.3K Hold
57
– – ﹤0.01% 911
2025
Q1 		$9.23K Sell
57
-35
-38% -$6.24K ﹤0.01% 1025
2024
Q4 		$15.6K Hold
92
– – 0.01% 804
2024
Q3 		$16.5K Hold
92
– – 0.01% 818
2024
Q2 		$14.7K Hold
92
– – 0.01% 837
2024
Q1 		$15.2K Buy
+92
New +$13.5K 0.01% 849

Other funds holding AN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return