Affinity Investment Advisors’s AutoZone AZO Stock Holding History

Affinity Investment Advisors’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-270	Closed	-$851K	–	133
2024 Q3	$851K	Hold	270	–	–	0.58%	62
2024 Q2	$800K	Buy	270 +36	+15%	+$105K	0.6%	61
2024 Q1	$737K	Hold	234	–	–	0.54%	68
2023 Q4	$605K	Buy	234 +76	+48%	+$197K	0.41%	74
2023 Q3	$401K	Sell	158 -49	-24%	-$123K	0.26%	138
2023 Q2	$516K	Sell	207 -148	-42%	-$377K	0.3%	132
2023 Q1	$873K	Buy	355 +1	+0.3%	+$2.44K	0.47%	80
2022 Q4	$873K	Buy	354 +61	+21%	+$147K	0.4%	87
2022 Q3	$628K	Hold	293	–	–	0.33%	111
2022 Q2	$630K	Buy	+293	New	+$603K	0.31%	112
2021 Q4	–	Sell	-274	Closed	-$465K	–	185
2021 Q3	$465K	Buy	274 +64	+30%	+$103K	0.21%	137
2021 Q2	$313K	Sell	210 -19	-8%	-$27.5K	0.14%	141
2021 Q1	$322K	Sell	229 -32	-12%	-$39.6K	0.12%	136
2020 Q4	$309K	Buy	+261	New	+$302K	0.12%	135

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Affinity Investment Advisors's AZO Position: Q4 2024 in Review

Affinity Investment Advisors sold out of AutoZone (AZO) in Q4 2024, closing a stake of 270 shares — an estimated $851K sold.

Affinity Investment Advisors first reported a position in AZO in Q4 2020 and held it in 14 quarters. The position peaked at $873K in Q4 2022. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

Affinity Investment Advisors reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
Affinity Investment Advisors sold 270 AutoZone shares in Q4 2024, an estimated $851K.
Affinity Investment Advisors first reported a position in AutoZone in Q4 2020 and held it in 14 quarters.
Affinity Investment Advisors's AutoZone position peaked at $873K in Q4 2022.
1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Affinity Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.