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Ziegler Capital Management’s Sonic Automotive SAH Stock Holding History

Ziegler Capital 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
2022
Q1 		– Sell
-27,885
Closed -$1.38M – 426
2021
Q4 		$1.38M Sell
27,885
-6,757
-20% -$339K 0.05% 279
2021
Q3 		$1.82M Sell
34,642
-1,212
-3% -$61.4K 0.07% 248
2021
Q2 		$1.6M Buy
35,854
+76
+0.2% +$3.69K 0.05% 286
2021
Q1 		$1.77M Sell
35,778
-933
-3% -$43.3K 0.06% 265
2020
Q4 		$1.42M Sell
36,711
-3,931
-10% -$160K 0.05% 265
2020
Q3 		$1.63M Sell
40,642
-27,937
-41% -$1.13M 0.06% 244
2020
Q2 		$2.19M Buy
68,579
+141
+0.2% +$3.25K 0.07% 234
2020
Q1 		$909K Buy
+68,438
New +$1.79M 0.02% 376

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ziegler Capital Management's SAH Position: Q1 2022 in Review

Ziegler Capital Management sold out of Sonic Automotive (SAH) in Q1 2022, closing a stake of 27,885 shares — an estimated $1.38M sold.

Ziegler Capital Management first reported a position in SAH in Q1 2020 and held it in 8 quarters. The position peaked at $2.19M in Q2 2020. 205 funds tracked by Wall St. Rank hold SAH as of Q1 2022.

  • Ziegler Capital Management reported no remaining Sonic Automotive position as of Q1 2022 after selling out during the quarter.
  • Ziegler Capital Management sold 27,885 Sonic Automotive shares in Q1 2022, an estimated $1.38M.
  • Ziegler Capital Management first reported a position in Sonic Automotive in Q1 2020 and held it in 8 quarters.
  • Ziegler Capital Management's Sonic Automotive position peaked at $2.19M in Q2 2020.
  • 205 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2022.

Based on Ziegler Capital Management's 13F filing for Q1 2022, filed 4 May 2022.