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TrueMark Investments’s Sonic Automotive SAH Stock Holding History

TrueMark Investments’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
2024
Q4 		– Sell
-8,176
Closed -$478K – 240
2024
Q3 		$478K Sell
8,176
-8,662
-51% -$499K 0.15% 124
2024
Q2 		$917K Buy
+16,838
New +$933K 0.31% 102

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrueMark Investments's SAH Position: Q4 2024 in Review

TrueMark Investments sold out of Sonic Automotive (SAH) in Q4 2024, closing a stake of 8,176 shares — an estimated $478K sold.

TrueMark Investments first reported a position in SAH in Q2 2024 and held it in 2 quarters. The position peaked at $917K in Q2 2024. 188 funds tracked by Wall St. Rank hold SAH as of Q4 2024.

  • TrueMark Investments reported no remaining Sonic Automotive position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 8,176 Sonic Automotive shares in Q4 2024, an estimated $478K.
  • TrueMark Investments first reported a position in Sonic Automotive in Q2 2024 and held it in 2 quarters.
  • TrueMark Investments's Sonic Automotive position peaked at $917K in Q2 2024.
  • 188 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.