Carmel Capital Partners’s AutoZone AZO Stock Holding History

Carmel Capital Partners’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
2024 Q4	–	Sell	-72	Closed	-$227K	–	148
2024 Q3	$227K	Hold	72	–	–	0.09%	153
2024 Q2	$213K	Sell	72 -36	-33%	-$105K	0.09%	148
2024 Q1	$340K	Hold	108	–	–	0.14%	108
2023 Q4	$279K	Hold	108	–	–	0.14%	115
2023 Q3	$274K	Hold	108	–	–	0.12%	114
2023 Q2	$269K	Hold	108	–	–	0.14%	101
2023 Q1	$265K	Hold	108	–	–	0.16%	108
2022 Q4	$266K	Hold	108	–	–	0.18%	108
2022 Q3	$231K	Hold	108	–	–	0.22%	106
2022 Q2	$232K	Hold	108	–	–	0.22%	99
2022 Q1	$221K	Hold	108	–	–	0.18%	106
2021 Q4	$226K	Buy	+108	New	+$201K	0.17%	105

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carmel Capital Partners's AZO Position: Q4 2024 in Review

Carmel Capital Partners sold out of AutoZone (AZO) in Q4 2024, closing a stake of 72 shares — an estimated $227K sold.

Carmel Capital Partners first reported a position in AZO in Q4 2021 and held it in 12 quarters. The position peaked at $340K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

Carmel Capital Partners reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
Carmel Capital Partners sold 72 AutoZone shares in Q4 2024, an estimated $227K.
Carmel Capital Partners first reported a position in AutoZone in Q4 2021 and held it in 12 quarters.
Carmel Capital Partners's AutoZone position peaked at $340K in Q1 2024.
1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.