SFG
AN icon

Steward Financial Group’s AutoNation AN Stock Holding History

Steward Financial Group’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
2023
Q3 		$9K Sell
64
-1
-2% -$160 ﹤0.01% 393
2023
Q2 		$10K Sell
65
-3
-4% -$416 ﹤0.01% 364
2023
Q1 		$9K Buy
68
+41
+152% +$5.26K ﹤0.01% 198
2022
Q4 		$2K Buy
+27
New +$2.99K ﹤0.01% 301
2022
Q3 		– Sell
-27
Closed -$3K – 122
2022
Q2 		$3K Buy
+27
New +$3.06K ﹤0.01% 416

Other funds holding AN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Financial Group's AN Position: Q3 2023 in Review

Steward Financial Group reduced its AutoNation (AN) stake by 1.5% in Q3 2023, selling an estimated $160 and leaving 64 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Steward Financial Group first reported a position in AN in Q2 2022 and has held it in 5 quarters since. The position peaked at $10K in Q2 2023. 436 funds tracked by Wall St. Rank hold AN as of Q3 2023.

  • Steward Financial Group held 64 shares of AutoNation worth $9K as of Q3 2023.
  • Steward Financial Group sold 1 AutoNation share in Q3 2023, an estimated $160.
  • AutoNation made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #393 holding.
  • Steward Financial Group first reported a position in AutoNation in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's AutoNation position peaked at $10K in Q2 2023.
  • 436 funds tracked by Wall St. Rank held AutoNation as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.