Carroll Financial Associates’s AutoZone AZO Stock Holding History

Carroll Financial Associates’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 Q4	$8K	Sell	4 -42	-91%	-$78.2K	﹤0.01%	1211
2021 Q3	$78K	Hold	46	–	–	﹤0.01%	605
2021 Q2	$68K	Buy	46 +1	+2%	+$1.45K	﹤0.01%	700
2021 Q1	$63K	Sell	45 -7	-13%	-$8.67K	﹤0.01%	706
2020 Q4	$61K	Buy	52 +7	+16%	+$8.11K	﹤0.01%	647
2020 Q3	$52K	Hold	45	–	–	﹤0.01%	644
2020 Q2	$50K	Hold	45	–	–	﹤0.01%	654
2020 Q1	$38K	Buy	+45	New	+$46.8K	﹤0.01%	634
2017 Q3	–	Sell	-9	Closed	-$5K	–	1185
2017 Q2	$5K	Sell	9 -1	-10%	-$651	﹤0.01%	969
2017 Q1	$7K	Sell	10 -1	-9%	-$740	﹤0.01%	908
2016 Q4	$8K	Hold	11	–	–	﹤0.01%	837
2016 Q3	$8K	Hold	11	–	–	﹤0.01%	853
2016 Q2	$8K	Hold	11	–	–	﹤0.01%	827
2016 Q1	$8K	Buy	11 +1	+10%	+$756	﹤0.01%	805
2015 Q4	$7K	Sell	10 -1	-9%	-$763	﹤0.01%	794
2015 Q3	$8K	Hold	11	–	–	﹤0.01%	754
2015 Q2	$7K	Buy	+11	New	+$7.53K	﹤0.01%	775

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 $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

Carroll Financial Associates's AZO Position: Q4 2021 in Review

Carroll Financial Associates reduced its AutoZone (AZO) stake by 91% in Q4 2021, selling an estimated $78.2K and leaving 4 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Carroll Financial Associates first reported a position in AZO in Q2 2015 and has held it in 17 quarters since. The position peaked at $78K in Q3 2021. 908 funds tracked by Wall St. Rank hold AZO as of Q4 2021.

Carroll Financial Associates held 4 shares of AutoZone worth $8K as of Q4 2021.
Carroll Financial Associates sold 42 AutoZone shares in Q4 2021, an estimated $78.2K.
AutoZone made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1211 holding.
Carroll Financial Associates first reported a position in AutoZone in Q2 2015 and has held it in 17 quarters since.
Carroll Financial Associates's AutoZone position peaked at $78K in Q3 2021.
908 funds tracked by Wall St. Rank held AutoZone as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.