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Belmont Capital’s AutoZone AZO Stock Holding History

Belmont Capital’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
2023
Q3 		– Sell
-9
Closed -$22.4K – 174
2023
Q2 		$22.4K Sell
9
-3
-25% -$7.65K 0.01% 97
2023
Q1 		$29.5K Hold
12
– – 0.02% 55
2022
Q4 		$30K Hold
12
– – 0.03% 56
2022
Q3 		$26K Buy
+12
New +$26.1K 0.03% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belmont Capital's AZO Position: Q3 2023 in Review

Belmont Capital sold out of AutoZone (AZO) in Q3 2023, closing a stake of 9 shares — an estimated $22.4K sold.

Belmont Capital first reported a position in AZO in Q3 2022 and held it in 4 quarters. The position peaked at $30K in Q4 2022. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

  • Belmont Capital reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
  • Belmont Capital sold 9 AutoZone shares in Q3 2023, an estimated $22.4K.
  • Belmont Capital first reported a position in AutoZone in Q3 2022 and held it in 4 quarters.
  • Belmont Capital's AutoZone position peaked at $30K in Q4 2022.
  • 1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Belmont Capital's 13F filing for Q3 2023, filed 13 Nov 2023.