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Alera Investment Advisors’s AutoZone AZO Stock Holding History

Alera 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
2019
Q2 		– Sell
-15
Closed -$15K – 160
2019
Q1 		$15K Sell
15
-4
-21% -$3.59K 0.01% 361
2018
Q4 		$16K Buy
+19
New +$15.2K 0.01% 327

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's AZO Position: Q2 2019 in Review

Alera Investment Advisors sold out of AutoZone (AZO) in Q2 2019, closing a stake of 15 shares — an estimated $15K sold.

Alera Investment Advisors first reported a position in AZO in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2018. 694 funds tracked by Wall St. Rank hold AZO as of Q2 2019.

  • Alera Investment Advisors reported no remaining AutoZone position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 15 AutoZone shares in Q2 2019, an estimated $15K.
  • Alera Investment Advisors first reported a position in AutoZone in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's AutoZone position peaked at $16K in Q4 2018.
  • 694 funds tracked by Wall St. Rank held AutoZone as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.