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Donor Advised Charitable Giving’s AutoZone AZO Stock Holding History

Donor Advised Charitable Giving’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
-4,505
Closed -$6.72M – 55
2021
Q2 		$6.72M Sell
4,505
-3,030
-40% -$4.39M 0.76% 23
2021
Q1 		$10.6M Buy
7,535
+2,605
+53% +$3.23M 1.09% 26
2020
Q4 		$5.84M Buy
+4,930
New +$5.71M 0.8% 46

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

Donor Advised Charitable Giving's AZO Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of AutoZone (AZO) in Q3 2021, closing a stake of 4,505 shares — an estimated $6.72M sold.

Donor Advised Charitable Giving first reported a position in AZO in Q4 2020 and held it in 3 quarters. The position peaked at $10.6M in Q1 2021. 825 funds tracked by Wall St. Rank hold AZO as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining AutoZone position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 4,505 AutoZone shares in Q3 2021, an estimated $6.72M.
  • Donor Advised Charitable Giving first reported a position in AutoZone in Q4 2020 and held it in 3 quarters.
  • Donor Advised Charitable Giving's AutoZone position peaked at $10.6M in Q1 2021.
  • 825 funds tracked by Wall St. Rank held AutoZone as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.