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Costello Asset Management’s AutoZone AZO Stock Holding History

Costello Asset Management’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 		– Sell
-174
Closed -$260K – 224
2021
Q2 		$260K Sell
174
-20
-10% -$29K 0.17% 56
2021
Q1 		$272K Hold
194
– – 0.19% 60
2020
Q4 		$230K Buy
+194
New +$225K 0.17% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Costello Asset Management's AZO Position: Q3 2021 in Review

Costello Asset Management sold out of AutoZone (AZO) in Q3 2021, closing a stake of 174 shares — an estimated $260K sold.

Costello Asset Management first reported a position in AZO in Q4 2020 and held it in 3 quarters. The position peaked at $272K in Q1 2021. 825 funds tracked by Wall St. Rank hold AZO as of Q3 2021.

  • Costello Asset Management reported no remaining AutoZone position as of Q3 2021 after selling out during the quarter.
  • Costello Asset Management sold 174 AutoZone shares in Q3 2021, an estimated $260K.
  • Costello Asset Management first reported a position in AutoZone in Q4 2020 and held it in 3 quarters.
  • Costello Asset Management's AutoZone position peaked at $272K in Q1 2021.
  • 825 funds tracked by Wall St. Rank held AutoZone as of Q3 2021.

Based on Costello Asset Management's 13F filing for Q3 2021, filed 29 Oct 2021.