SW
AN icon

SVB Wealth’s AutoNation AN Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-532
Closed -$86.1K – 517
2025
Q1 		$86.1K Buy
+532
New +$94.9K ﹤0.01% 435
2018
Q3 		– Sell
-12,447
Closed -$605K – 445
2018
Q2 		$605K Hold
12,447
– – 0.02% 313
2018
Q1 		$582K Sell
12,447
-3,111
-20% -$166K 0.02% 325
2017
Q4 		$799K Buy
+15,558
New +$789K 0.03% 289
2017
Q2 		– Sell
-11,159
Closed -$472K – 479
2017
Q1 		$472K Buy
+11,159
New +$533K 0.02% 358
2016
Q2 		– Sell
-4,721
Closed -$220K – 512
2016
Q1 		$220K Hold
4,721
– – 0.01% 481
2015
Q4 		$282K Buy
+4,721
New +$292K 0.01% 471
2015
Q2 		– Sell
-39,000
Closed -$2.51M – 562
2015
Q1 		$2.51M Buy
+39,000
New +$2.39M 0.08% 206

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return