YorkBridge Wealth Partners’s Asbury Automotive ABG Stock Holding History

YorkBridge Wealth Partners’s Portfolio ABG Stock Details ABG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$299K	Sell	1,670 -149	-8%	-$24.9K	0.08%	192
2022 Q3	$275K	Buy	1,819 +16	+0.9%	+$2.73K	0.07%	213
2022 Q2	$305K	Sell	1,803 -257	-12%	-$44.5K	0.08%	189
2022 Q1	$330K	Buy	2,060 +464	+29%	+$81.2K	0.07%	218
2021 Q4	$276K	Sell	1,596 -298	-16%	-$54.9K	0.06%	243
2021 Q3	$373K	Buy	1,894 +177	+10%	+$33.4K	0.09%	178
2021 Q2	$294K	Buy	+1,717	New	+$330K	0.08%	209

Other funds holding ABG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

YorkBridge Wealth Partners's ABG Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Asbury Automotive (ABG) stake by 8.2% in Q4 2022, selling an estimated $24.9K and leaving 1,670 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #192.

YorkBridge Wealth Partners first reported a position in ABG in Q2 2021 and has held it in 7 quarters since. The position peaked at $373K in Q3 2021. 274 funds tracked by Wall St. Rank hold ABG as of Q4 2022.

YorkBridge Wealth Partners held 1,670 shares of Asbury Automotive worth $299K as of Q4 2022.
YorkBridge Wealth Partners sold 149 Asbury Automotive shares in Q4 2022, an estimated $24.9K.
Asbury Automotive made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #192 holding.
YorkBridge Wealth Partners first reported a position in Asbury Automotive in Q2 2021 and has held it in 7 quarters since.
YorkBridge Wealth Partners's Asbury Automotive position peaked at $373K in Q3 2021.
274 funds tracked by Wall St. Rank held Asbury Automotive as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.