Wellington Management Group
SAH icon

Wellington Management Group’s Sonic Automotive SAH Stock Holding History

Wellington Management Group’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
2021
Q4 		– Sell
-5,270
Closed -$277K – 2283
2021
Q3 		$277K Buy
+5,270
New +$267K ﹤0.01% 2061
2021
Q1 		– Sell
-6,144
Closed -$237K – 2170
2020
Q4 		$237K Buy
6,144
+658
+12% +$26.8K ﹤0.01% 1867
2020
Q3 		$221K Buy
+5,486
New +$223K ﹤0.01% 1842
2020
Q1 		– Sell
-12,827
Closed -$398K – 2025
2019
Q4 		$398K Buy
+12,827
New +$406K ﹤0.01% 1896

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group's SAH Position: Q4 2021 in Review

Wellington Management Group sold out of Sonic Automotive (SAH) in Q4 2021, closing a stake of 5,270 shares — an estimated $277K sold.

Wellington Management Group first reported a position in SAH in Q4 2019 and held it in 4 quarters. The position peaked at $398K in Q4 2019. 218 funds tracked by Wall St. Rank hold SAH as of Q4 2021.

  • Wellington Management Group reported no remaining Sonic Automotive position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 5,270 Sonic Automotive shares in Q4 2021, an estimated $277K.
  • Wellington Management Group first reported a position in Sonic Automotive in Q4 2019 and held it in 4 quarters.
  • Wellington Management Group's Sonic Automotive position peaked at $398K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.