Penske Automotive shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Penske Automotive (PAG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Penske Automotive
Tip: Access up to 7 years of quarterly data
All positions including Penske Automotive held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Penske Automotive by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $428k | 2.5k | 171.83 |
| 2025-03-31 | $357k | 2.5k | 143.98 |
| 2024-12-31 | $367k | 2.4k | 152.44 |
| 2024-09-30 | $391k | 2.4k | 162.42 |
| 2024-06-30 | $281k | 1.9k | 149.02 |
| 2024-03-31 | $305k | 1.9k | 161.99 |
| 2023-12-31 | $294k | 1.8k | 160.51 |
| 2023-09-30 | $307k | 1.8k | 167.06 |
| 2023-06-30 | $222k | 20k | 11.22 |