EWM
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Elite Wealth Management’s AutoZone AZO Stock Holding History

Elite Wealth 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
2013
Q3 		– Sell
-189
Closed -$80K – 420
2013
Q2 		$80K Buy
+189
New +$77.1K 0.12% 87

Other funds holding AZO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Elite Wealth Management's AZO Position: Q3 2013 in Review

Elite Wealth Management sold out of AutoZone (AZO) in Q3 2013, closing a stake of 189 shares — an estimated $80K sold.

Elite Wealth Management first reported a position in AZO in Q2 2013 and held it in 1 quarter. The position peaked at $80K in Q2 2013. 433 funds tracked by Wall St. Rank hold AZO as of Q3 2013.

  • Elite Wealth Management reported no remaining AutoZone position as of Q3 2013 after selling out during the quarter.
  • Elite Wealth Management sold 189 AutoZone shares in Q3 2013, an estimated $80K.
  • Elite Wealth Management first reported a position in AutoZone in Q2 2013 and held it in 1 quarter.
  • Elite Wealth Management's AutoZone position peaked at $80K in Q2 2013.
  • 433 funds tracked by Wall St. Rank held AutoZone as of Q3 2013.

Based on Elite Wealth Management's 13F filing for Q3 2013, filed 22 Nov 2016.