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UBS’s Sonic Automotive SAH Stock Holding History

UBS’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
2014
Q3 		$1.01M Buy
41,373
+2,959
+8% +$73.7K ﹤0.01% 3570
2014
Q2 		$1.02M Buy
38,414
+4,914
+15% +$123K ﹤0.01% 3515
2014
Q1 		$753K Buy
33,500
+899
+3% +$20.7K ﹤0.01% 3798
2013
Q4 		$798K Buy
32,601
+2,331
+8% +$54.3K ﹤0.01% 3794
2013
Q3 		$720K Sell
30,270
-1,825
-6% -$42K ﹤0.01% 3721
2013
Q2 		$678K Buy
+32,095
New +$713K ﹤0.01% 3757

Other funds holding SAH

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS's SAH Position: Q3 2014 in Review

UBS increased its Sonic Automotive (SAH) stake by 7.7% in Q3 2014, buying an estimated $73.7K and bringing the position to 41,373 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

UBS first reported a position in SAH in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2014. 144 funds tracked by Wall St. Rank hold SAH as of Q3 2014.

  • UBS held 41,373 shares of Sonic Automotive worth $1.01M as of Q3 2014.
  • UBS bought 2,959 Sonic Automotive shares in Q3 2014, an estimated $73.7K.
  • Sonic Automotive made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3570 holding.
  • UBS first reported a position in Sonic Automotive in Q2 2013 and has held it in 6 quarters since.
  • UBS's Sonic Automotive position peaked at $1.02M in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.