Vise Technologies’s Sonic Automotive SAH Stock Holding History

Vise Technologies’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 Q1	–	Sell	-4,457	Closed	-$251K	–	398
2023 Q4	$251K	Buy	+4,457	New	+$223K	0.05%	301

Other funds holding SAH

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vise Technologies's SAH Position: Q1 2024 in Review

Vise Technologies sold out of Sonic Automotive (SAH) in Q1 2024, closing a stake of 4,457 shares — an estimated $251K sold.

Vise Technologies first reported a position in SAH in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 184 funds tracked by Wall St. Rank hold SAH as of Q1 2024.

Vise Technologies reported no remaining Sonic Automotive position as of Q1 2024 after selling out during the quarter.
Vise Technologies sold 4,457 Sonic Automotive shares in Q1 2024, an estimated $251K.
Vise Technologies first reported a position in Sonic Automotive in Q4 2023 and held it in 1 quarter.
Vise Technologies's Sonic Automotive position peaked at $251K in Q4 2023.
184 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2024.

Based on Vise Technologies's 13F filing for Q1 2024, filed 15 May 2024.