ZIM
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Zacks Investment Management’s Penske Automotive Group PAG Stock Holding History

Zacks Investment Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,683
Closed -$270K – 691
2023
Q4 		$270K Sell
1,683
-33,346
-95% -$5.11M ﹤0.01% 545
2023
Q3 		$5.85M Sell
35,029
-2,191
-6% -$366K 0.08% 174
2023
Q2 		$6.2M Sell
37,220
-1,819
-5% -$264K 0.08% 169
2023
Q1 		$5.54M Buy
39,039
+428
+1% +$57K 0.07% 180
2022
Q4 		$4.44M Sell
38,611
-1,115
-3% -$127K 0.06% 198
2022
Q3 		$3.91M Buy
39,726
+285
+0.7% +$31.8K 0.06% 195
2022
Q2 		$4.13M Buy
+39,441
New +$4.23M 0.06% 182
2014
Q1 		– Sell
-13,440
Closed -$634K – 751
2013
Q4 		$634K Buy
+13,440
New +$574K 0.03% 319

Other funds holding PAG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Zacks Investment Management's PAG Position: Q1 2024 in Review

Zacks Investment Management sold out of Penske Automotive Group (PAG) in Q1 2024, closing a stake of 1,683 shares — an estimated $270K sold.

Zacks Investment Management first reported a position in PAG in Q4 2013 and held it in 8 quarters. The position peaked at $6.2M in Q2 2023. 362 funds tracked by Wall St. Rank hold PAG as of Q1 2024.

  • Zacks Investment Management reported no remaining Penske Automotive Group position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 1,683 Penske Automotive Group shares in Q1 2024, an estimated $270K.
  • Zacks Investment Management first reported a position in Penske Automotive Group in Q4 2013 and held it in 8 quarters.
  • Zacks Investment Management's Penske Automotive Group position peaked at $6.2M in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.