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Eagle Ridge Investment Management’s AutoZone AZO Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$224K Hold
70
– – 0.02% 135
2024
Q3 		$221K Hold
70
– – 0.02% 137
2024
Q2 		$207K Hold
70
– – 0.02% 137
2024
Q1 		$221K Buy
+70
New +$200K 0.02% 141

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

Eagle Ridge Investment Management's AZO Position: Q4 2024 in Review

Eagle Ridge Investment Management held its AutoZone (AZO) position steady in Q4 2024 at 70 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #135.

Eagle Ridge Investment Management first reported a position in AZO in Q1 2024 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Eagle Ridge Investment Management held 70 shares of AutoZone worth $224K as of Q4 2024.
  • Eagle Ridge Investment Management left its AutoZone share count unchanged in Q4 2024.
  • AutoZone made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #135 holding.
  • Eagle Ridge Investment Management first reported a position in AutoZone in Q1 2024 and has held it in 4 quarters since.
  • 1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.