ZIM
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Zacks Investment Management’s Sonic Automotive SAH Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-14,863
Closed -$737K – 610
2021
Q1 		$737K Sell
14,863
-7,982
-35% -$370K 0.01% 391
2020
Q4 		$881K Sell
22,845
-1,743
-7% -$70.9K 0.02% 364
2020
Q3 		$987K Buy
+24,588
New +$998K 0.02% 320

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's SAH Position: Q2 2021 in Review

Zacks Investment Management sold out of Sonic Automotive (SAH) in Q2 2021, closing a stake of 14,863 shares — an estimated $737K sold.

Zacks Investment Management first reported a position in SAH in Q3 2020 and held it in 3 quarters. The position peaked at $987K in Q3 2020. 180 funds tracked by Wall St. Rank hold SAH as of Q2 2021.

  • Zacks Investment Management reported no remaining Sonic Automotive position as of Q2 2021 after selling out during the quarter.
  • Zacks Investment Management sold 14,863 Sonic Automotive shares in Q2 2021, an estimated $737K.
  • Zacks Investment Management first reported a position in Sonic Automotive in Q3 2020 and held it in 3 quarters.
  • Zacks Investment Management's Sonic Automotive position peaked at $987K in Q3 2020.
  • 180 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2021.

Based on Zacks Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.