Summit Global Investments’s AutoNation AN Stock Holding History

Summit Global Investments’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 Q2	–	Sell	-2,900	Closed	-$390K	–	528
2023 Q1	$390K	Sell	2,900 -4,202	-59%	-$539K	0.03%	388
2022 Q4	$762K	Sell	7,102 -7,108	-50%	-$786K	0.06%	244
2022 Q3	$1.45M	Sell	14,210 -1,018	-7%	-$119K	0.13%	161
2022 Q2	$1.7M	Buy	15,228 +2,727	+22%	+$309K	0.15%	147
2022 Q1	$1.25M	Buy	12,501 +4,801	+62%	+$531K	0.09%	199
2021 Q4	$900K	Buy	+7,700	New	+$926K	0.06%	253
2021 Q2	–	Sell	-3,900	Closed	-$364K	–	561
2021 Q1	$364K	Buy	+3,900	New	+$313K	0.02%	420

Other funds holding AN

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's AN Position: Q2 2023 in Review

Summit Global Investments sold out of AutoNation (AN) in Q2 2023, closing a stake of 2,900 shares — an estimated $390K sold.

Summit Global Investments first reported a position in AN in Q1 2021 and held it in 7 quarters. The position peaked at $1.7M in Q2 2022. 436 funds tracked by Wall St. Rank hold AN as of Q2 2023.

Summit Global Investments reported no remaining AutoNation position as of Q2 2023 after selling out during the quarter.
Summit Global Investments sold 2,900 AutoNation shares in Q2 2023, an estimated $390K.
Summit Global Investments first reported a position in AutoNation in Q1 2021 and held it in 7 quarters.
Summit Global Investments's AutoNation position peaked at $1.7M in Q2 2022.
436 funds tracked by Wall St. Rank held AutoNation as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.