Steward Partners Investment Advisory’s Sonic Automotive SAH Stock Holding History

Steward Partners Investment Advisory’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
2022 Q2	–	Sell	-600	Closed	-$26K	–	3355
2022 Q1	$26K	Sell	600 -1,500	-71%	-$73.8K	﹤0.01%	2248
2021 Q4	$104K	Sell	2,100 -700	-25%	-$35.1K	﹤0.01%	1587
2021 Q3	$147K	Hold	2,800	–	–	﹤0.01%	1401
2021 Q2	$125K	Hold	2,800	–	–	﹤0.01%	1945
2021 Q1	$139K	Buy	2,800 +1,399	+100%	+$64.9K	﹤0.01%	1455
2020 Q4	$54K	Sell	1,401 -1,399	-50%	-$56.9K	﹤0.01%	1637
2020 Q3	$112K	Sell	2,800 -14,100	-83%	-$572K	﹤0.01%	1176
2020 Q2	$539K	Buy	+16,900	New	+$389K	0.02%	607

Other funds holding SAH

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Steward Partners Investment Advisory's SAH Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Sonic Automotive (SAH) in Q2 2022, closing a stake of 600 shares — an estimated $26K sold.

Steward Partners Investment Advisory first reported a position in SAH in Q2 2020 and held it in 8 quarters. The position peaked at $539K in Q2 2020. 204 funds tracked by Wall St. Rank hold SAH as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Sonic Automotive position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 600 Sonic Automotive shares in Q2 2022, an estimated $26K.
Steward Partners Investment Advisory first reported a position in Sonic Automotive in Q2 2020 and held it in 8 quarters.
Steward Partners Investment Advisory's Sonic Automotive position peaked at $539K in Q2 2020.
204 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.