Mount Yale Investment Advisors »

Penske Automotive shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Penske Automotive (PAG) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Penske Automotive

Tip: Access up to 7 years of quarterly data

All positions including Penske Automotive held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Penske Automotive by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 13k 173.91
2018-09-30 $90k 2.0k 45.07
2018-06-30 $111k 2.4k 47.05
2018-03-31 $141k 3.2k 44.19

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Penske Automotive

BlackRock
Vanguard Group
Victory Capital Management
Dimensional Fund Advisors
Burgundy Asset Management
LSV Asset Management
AQR Capital Management
State Street Corporation
FMR
Morgan Stanley
GAMCO Asset Management
Geode Capital Management
Goldman Sachs Group
Bank of New York Mellon
J. V. Bruni And Company

View all funds holding Penske Automotive