Bison Wealth’s AutoZone AZO Stock Holding History

Bison Wealth’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 Q4	–	Sell	-186	Closed	-$472K	–	404
2023 Q3	$472K	Sell	186 -179	-49%	-$449K	0.09%	224
2023 Q2	$910K	Buy	365 +11	+3%	+$28.1K	0.17%	133
2023 Q1	$961K	Sell	354 -5	-1%	-$12.2K	0.3%	99
2022 Q4	$872K	Buy	+359	New	+$868K	0.28%	112
2016 Q3	–	Sell	-483	Closed	-$383K	–	183
2016 Q2	$383K	Buy	483 +5	+1%	+$3.85K	0.23%	121
2016 Q1	$381K	Buy	478 +52	+12%	+$39.3K	0.25%	115
2015 Q4	$316K	Buy	426 +2	+0.5%	+$1.53K	0.18%	152
2015 Q3	$307K	Buy	+424	New	+$300K	0.2%	145

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bison Wealth's AZO Position: Q4 2023 in Review

Bison Wealth sold out of AutoZone (AZO) in Q4 2023, closing a stake of 186 shares — an estimated $472K sold.

Bison Wealth first reported a position in AZO in Q3 2015 and held it in 8 quarters. The position peaked at $961K in Q1 2023. 1,109 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

Bison Wealth reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
Bison Wealth sold 186 AutoZone shares in Q4 2023, an estimated $472K.
Bison Wealth first reported a position in AutoZone in Q3 2015 and held it in 8 quarters.
Bison Wealth's AutoZone position peaked at $961K in Q1 2023.
1,109 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Bison Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.