Squar Milner Financial Services’s Penske Automotive Group PAG Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-98	Closed	-$2K	–	550
2020 Q1	$2K	Hold	98	–	–	﹤0.01%	674
2019 Q4	$4K	Buy	+98	New	+$4.84K	﹤0.01%	669
2019 Q2	–	Sell	-98	Closed	-$4K	–	859
2019 Q1	$4K	Hold	98	–	–	﹤0.01%	698
2018 Q4	$4K	Hold	98	–	–	﹤0.01%	606
2018 Q3	$5K	Hold	98	–	–	﹤0.01%	610
2018 Q2	$5K	Buy	+98	New	+$4.62K	﹤0.01%	703

Other funds holding PAG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Squar Milner Financial Services's PAG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Penske Automotive Group (PAG) in Q2 2020, closing a stake of 98 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in PAG in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2018. 204 funds tracked by Wall St. Rank hold PAG as of Q2 2020.

Squar Milner Financial Services reported no remaining Penske Automotive Group position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 98 Penske Automotive Group shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in Penske Automotive Group in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Penske Automotive Group position peaked at $5K in Q3 2018.
204 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.