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Steward Financial Group’s Sonic Automotive SAH Stock Holding History

Steward Financial Group’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+13
New +$661 ﹤0.01% 1534
2023
Q2 		– Sell
-4
Closed – – 903
2023
Q1 		$0 Hold
4
– – ﹤0.01% 888
2022
Q4 		$0 Buy
+4
New +$191 ﹤0.01% 777
2022
Q3 		– Sell
-5
Closed – – 1079
2022
Q2 		$0 Buy
+5
New +$215 ﹤0.01% 1316

Other funds holding SAH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Steward Financial Group opened a new position in Sonic Automotive (SAH) in Q3 2023: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SAH as recently as Q1 2023.

Steward Financial Group first reported a position in SAH in Q2 2022 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold SAH as of Q3 2023.

  • Steward Financial Group held 13 shares of Sonic Automotive worth $0 as of Q3 2023.
  • Sonic Automotive was a new Steward Financial Group position in Q3 2023.
  • Sonic Automotive made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1534 holding.
  • Steward Financial Group first reported a position in Sonic Automotive in Q2 2022 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2023.

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