Verdence Capital Advisors’s AutoNation AN Stock Holding History

Verdence Capital Advisors’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
2026 Q1	$293K	Sell	1,503 -2,999	-67%	-$606K	0.02%	532
2025 Q4	$930K	Hold	4,502	–	–	0.06%	292
2025 Q3	$878K	Hold	4,502	–	–	0.05%	323
2025 Q2	$894K	Buy	4,502 +1	+0%	+$181	0.06%	283
2025 Q1	$729K	Buy	4,501 +1	+0%	+$178	0.06%	294
2024 Q4	$764K	Sell	4,500 -4	-0.1%	-$676	0.06%	287
2024 Q3	$806K	Sell	4,504 -2	-0%	-$343	0.06%	286
2024 Q2	$718K	Hold	4,506	–	–	0.06%	291
2024 Q1	$746K	Sell	4,506 -1	-0%	-$147	0.07%	280
2023 Q4	$677K	Hold	4,507	–	–	0.07%	281
2023 Q3	$682K	Sell	4,507 -1	-0%	-$160	0.07%	266
2023 Q2	$742K	Hold	4,508	–	–	0.09%	244
2023 Q1	$606K	Sell	4,508 -1	-0%	-$128	0.07%	281
2022 Q4	$484K	Buy	4,509 +1	+0%	+$111	0.06%	285
2022 Q3	$459K	Hold	4,508	–	–	0.06%	290
2022 Q2	$504K	Hold	4,508	–	–	0.07%	290
2022 Q1	$449K	Hold	4,508	–	–	0.05%	314
2021 Q4	$527K	Hold	4,508	–	–	0.06%	278
2021 Q3	$549K	Hold	4,508	–	–	0.07%	258
2021 Q2	$427K	Buy	+4,508	New	+$442K	0.06%	275

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

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

AQR Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return