Avalon Investment & Advisory’s AutoZone AZO Stock Holding History

Avalon Investment & Advisory’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
2020 Q1	–	Sell	-11,737	Closed	-$14M	–	306
2019 Q4	$14M	Sell	11,737 -698	-6%	-$806K	0.29%	105
2019 Q3	$13.5M	Sell	12,435 -1,031	-8%	-$1.16M	0.3%	116
2019 Q2	$14.8M	Sell	13,466 -1,264	-9%	-$1.33M	0.33%	108
2019 Q1	$15.1M	Sell	14,730 -321	-2%	-$288K	0.34%	92
2018 Q4	$12.6M	Buy	+15,051	New	+$12.1M	0.33%	98

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Avalon Investment & Advisory's AZO Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of AutoZone (AZO) in Q1 2020, closing a stake of 11,737 shares — an estimated $14M sold.

Avalon Investment & Advisory first reported a position in AZO in Q4 2018 and held it in 5 quarters. The position peaked at $15.1M in Q1 2019. 676 funds tracked by Wall St. Rank hold AZO as of Q1 2020.

Avalon Investment & Advisory reported no remaining AutoZone position as of Q1 2020 after selling out during the quarter.
Avalon Investment & Advisory sold 11,737 AutoZone shares in Q1 2020, an estimated $14M.
Avalon Investment & Advisory first reported a position in AutoZone in Q4 2018 and held it in 5 quarters.
Avalon Investment & Advisory's AutoZone position peaked at $15.1M in Q1 2019.
676 funds tracked by Wall St. Rank held AutoZone as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.