Elm Advisors’s AutoZone AZO Stock Holding History

Elm Advisors’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
2022 Q1	$217K	Hold	106	–	–	0.29%	44
2021 Q4	$222K	Buy	+106	New	+$197K	0.12%	87
2021 Q1	–	Sell	-116	Closed	-$138K	–	105
2020 Q4	$138K	Buy	+116	New	+$134K	0.08%	98
2020 Q1	–	Sell	-190	Closed	-$226K	–	81
2019 Q4	$226K	Hold	190	–	–	0.14%	84
2019 Q3	$206K	Sell	190 -20	-10%	-$22.4K	0.14%	81
2019 Q2	$231K	Hold	210	–	–	0.16%	77
2019 Q1	$215K	Buy	+210	New	+$188K	0.15%	82
2018 Q4	–	Sell	-210	Closed	-$163K	–	100
2018 Q3	$163K	Buy	+210	New	+$155K	0.11%	90

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elm Advisors's AZO Position: Q1 2022 in Review

Elm Advisors held its AutoZone (AZO) position steady in Q1 2022 at 106 shares worth $217K. The position accounts for 0.29% of the portfolio, ranked #44.

Elm Advisors first reported a position in AZO in Q3 2018 and has held it in 8 quarters since. The position peaked at $231K in Q2 2019. 905 funds tracked by Wall St. Rank hold AZO as of Q1 2022.

Elm Advisors held 106 shares of AutoZone worth $217K as of Q1 2022.
Elm Advisors left its AutoZone share count unchanged in Q1 2022.
AutoZone made up 0.29% of Elm Advisors's portfolio in Q1 2022, its #44 holding.
Elm Advisors first reported a position in AutoZone in Q3 2018 and has held it in 8 quarters since.
Elm Advisors's AutoZone position peaked at $231K in Q2 2019.
905 funds tracked by Wall St. Rank held AutoZone as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.