Berman Capital Advisors’s AutoZone AZO Stock Holding History

Berman Capital 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
2021 Q3	$180K	Buy	107 +21	+24%	+$33.7K	0.03%	285
2021 Q2	$127K	Buy	86 +7	+9%	+$10.1K	0.02%	321
2021 Q1	$110K	Sell	79 -24	-23%	-$29.7K	0.02%	282
2020 Q4	$121K	Buy	103 +41	+66%	+$47.5K	0.03%	221
2020 Q3	$73K	Sell	62 -2	-3%	-$2.36K	0.02%	268
2020 Q2	$72K	Buy	64 +4	+7%	+$4.21K	0.02%	271
2020 Q1	$50K	Buy	60 +9	+18%	+$9.35K	0.02%	293
2019 Q4	$60K	Hold	51	–	–	0.02%	291
2019 Q3	$55K	Hold	51	–	–	0.02%	287
2019 Q2	$56K	Buy	51 +8	+19%	+$8.42K	0.02%	286
2019 Q1	$44K	Buy	43 +10	+30%	+$8.98K	0.01%	294
2018 Q4	$26K	Buy	+33	New	+$26.5K	0.01%	333

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's AZO Position: Q3 2021 in Review

Berman Capital Advisors increased its AutoZone (AZO) stake by 24% in Q3 2021, buying an estimated $33.7K and bringing the position to 107 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #285.

Berman Capital Advisors first reported a position in AZO in Q4 2018 and has held it in 12 quarters since. 825 funds tracked by Wall St. Rank hold AZO as of Q3 2021.

Berman Capital Advisors held 107 shares of AutoZone worth $180K as of Q3 2021.
Berman Capital Advisors bought 21 AutoZone shares in Q3 2021, an estimated $33.7K.
AutoZone made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #285 holding.
Berman Capital Advisors first reported a position in AutoZone in Q4 2018 and has held it in 12 quarters since.
825 funds tracked by Wall St. Rank held AutoZone as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.