CP
AZO icon

Cumberland Partners’s AutoZone AZO Stock Holding History

Cumberland 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
-675
Closed -$2.13M – 171
2024
Q3 		$2.13M Sell
675
-50
-7% -$154K 0.15% 92
2024
Q2 		$2.15M Buy
725
+150
+26% +$439K 0.16% 90
2024
Q1 		$1.81M Buy
575
+200
+53% +$572K 0.13% 95
2023
Q4 		$970K Buy
375
+75
+25% +$195K 0.09% 122
2023
Q3 		$762K Hold
300
– – 0.07% 127
2023
Q2 		$748K Sell
300
-25
-8% -$63.8K 0.07% 127
2023
Q1 		$799K Sell
325
-50
-13% -$122K 0.08% 117
2022
Q4 		$925K Sell
375
-75
-17% -$181K 0.1% 110
2022
Q3 		$964K Buy
450
+33
+8% +$71.9K 0.1% 104
2022
Q2 		$897K Buy
417
+217
+109% +$446K 0.09% 112
2022
Q1 		$409K Buy
+200
New +$391K 0.03% 155

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cumberland Partners's AZO Position: Q4 2024 in Review

Cumberland Partners sold out of AutoZone (AZO) in Q4 2024, closing a stake of 675 shares — an estimated $2.13M sold.

Cumberland Partners first reported a position in AZO in Q1 2022 and held it in 11 quarters. The position peaked at $2.15M in Q2 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Cumberland Partners reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
  • Cumberland Partners sold 675 AutoZone shares in Q4 2024, an estimated $2.13M.
  • Cumberland Partners first reported a position in AutoZone in Q1 2022 and held it in 11 quarters.
  • Cumberland Partners's AutoZone position peaked at $2.15M in Q2 2024.
  • 1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Cumberland Partners's 13F filing for Q4 2024, filed 3 Feb 2025.