Wellington Management Group
AN icon

Wellington Management Group’s AutoNation AN Stock Holding History

Wellington Management Group’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
2023
Q4 		– Sell
-11,100
Closed -$1.68M – 1826
2023
Q3 		$1.68M Sell
11,100
-473
-4% -$75.5K ﹤0.01% 1505
2023
Q2 		$1.91M Sell
11,573
-8,383
-42% -$1.16M ﹤0.01% 1487
2023
Q1 		$2.68M Sell
19,956
-266
-1% -$34.1K ﹤0.01% 1437
2022
Q4 		$2.17M Buy
20,222
+3,109
+18% +$344K ﹤0.01% 1489
2022
Q3 		$1.74M Sell
17,113
-12,932
-43% -$1.52M ﹤0.01% 1551
2022
Q2 		$3.36M Buy
30,045
+26,725
+805% +$3.03M ﹤0.01% 1423
2022
Q1 		$331K Sell
3,320
-1
-0% -$111 ﹤0.01% 1996
2021
Q4 		$388K Hold
3,321
– – ﹤0.01% 2033
2021
Q3 		$404K Sell
3,321
-708
-18% -$79.9K ﹤0.01% 1986
2021
Q2 		$382K Sell
4,029
-6,607
-62% -$647K ﹤0.01% 1972
2021
Q1 		$991K Buy
10,636
+1,693
+19% +$136K ﹤0.01% 1722
2020
Q4 		$624K Sell
8,943
-15,083
-63% -$948K ﹤0.01% 1681
2020
Q3 		$1.27M Buy
24,026
+6,435
+37% +$335K ﹤0.01% 1498
2020
Q2 		$662K Sell
17,591
-10,243
-37% -$371K ﹤0.01% 1586
2020
Q1 		$781K Buy
27,834
+11,089
+66% +$458K ﹤0.01% 1596
2019
Q4 		$814K Buy
+16,745
New +$848K ﹤0.01% 1753
2018
Q3 		– Sell
-10,204
Closed -$496K – 2207
2018
Q2 		$496K Buy
+10,204
New +$483K ﹤0.01% 2043
2016
Q2 		– Sell
-4,404
Closed -$206K – 2082
2016
Q1 		$206K Buy
+4,404
New +$213K ﹤0.01% 2075
2015
Q2 		– Sell
-145,109
Closed -$9.34M – 2134
2015
Q1 		$9.34M Buy
+145,109
New +$8.89M ﹤0.01% 1265

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group's AN Position: Q4 2023 in Review

Wellington Management Group sold out of AutoNation (AN) in Q4 2023, closing a stake of 11,100 shares — an estimated $1.68M sold.

Wellington Management Group first reported a position in AN in Q1 2015 and held it in 19 quarters. The position peaked at $9.34M in Q1 2015. 443 funds tracked by Wall St. Rank hold AN as of Q4 2023.

  • Wellington Management Group reported no remaining AutoNation position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 11,100 AutoNation shares in Q4 2023, an estimated $1.68M.
  • Wellington Management Group first reported a position in AutoNation in Q1 2015 and held it in 19 quarters.
  • Wellington Management Group's AutoNation position peaked at $9.34M in Q1 2015.
  • 443 funds tracked by Wall St. Rank held AutoNation as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.