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Schechter Investment Advisors’s Penske Automotive Group PAG Stock Holding History

Schechter Investment 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
2025
Q1 		$594K Hold
4,124
– – 0.05% 331
2024
Q4 		$629K Hold
4,124
– – 0.05% 338
2024
Q3 		$670K Hold
4,124
– – 0.05% 334
2024
Q2 		$615K Hold
4,124
– – 0.05% 331
2024
Q1 		$668K Buy
+4,124
New +$630K 0.05% 328

Other funds holding PAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Schechter Investment Advisors's PAG Position: Q1 2025 in Review

Schechter Investment Advisors held its Penske Automotive Group (PAG) position steady in Q1 2025 at 4,124 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #331.

Schechter Investment Advisors first reported a position in PAG in Q1 2024 and has held it in 5 quarters since. The position peaked at $670K in Q3 2024. 390 funds tracked by Wall St. Rank hold PAG as of Q1 2025.

  • Schechter Investment Advisors held 4,124 shares of Penske Automotive Group worth $594K as of Q1 2025.
  • Schechter Investment Advisors left its Penske Automotive Group share count unchanged in Q1 2025.
  • Penske Automotive Group made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #331 holding.
  • Schechter Investment Advisors first reported a position in Penske Automotive Group in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Penske Automotive Group position peaked at $670K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.