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Endurance Wealth Management’s AutoZone AZO Stock Holding History

Endurance 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
2023
Q2 		$260K Buy
105
+22
+27% +$56.1K 0.04% 170
2023
Q1 		$203K Sell
83
-2
-2% -$4.88K 0.03% 194
2022
Q4 		$209K Hold
85
– – 0.03% 180
2022
Q3 		$182K Sell
85
-10
-11% -$21.8K 0.03% 190
2022
Q2 		$204K Hold
95
– – 0.03% 184
2022
Q1 		$195K Hold
95
– – 0.03% 204
2021
Q4 		$199K Hold
95
– – 0.02% 215
2021
Q3 		$161K Hold
95
– – 0.02% 232
2021
Q2 		$141K Hold
95
– – 0.02% 251
2021
Q1 		$133K Hold
95
– – 0.02% 256
2020
Q4 		$112K Hold
95
– – 0.01% 248
2020
Q3 		$112K Hold
95
– – 0.02% 231
2020
Q2 		$107K Sell
95
-1
-1% -$1.05K 0.02% 230
2020
Q1 		$82K Buy
96
+1
+1% +$1.04K 0.02% 239
2019
Q4 		$113K Hold
95
– – 0.02% 213
2019
Q3 		$103K Hold
95
– – 0.02% 216
2019
Q2 		$104K Hold
95
– – 0.02% 214
2019
Q1 		$97K Sell
95
-15
-14% -$13.5K 0.02% 220
2018
Q4 		$92K Sell
110
-30
-21% -$24K 0.02% 210
2018
Q3 		$109K Hold
140
– – 0.02% 210
2018
Q2 		$94K Hold
140
– – 0.02% 220
2018
Q1 		$90K Hold
140
– – 0.02% 230
2017
Q4 		$100K Sell
140
-1,850
-93% -$1.18M 0.02% 217
2017
Q3 		$1.19M Sell
1,990
-8,521
-81% -$4.54M 0.2% 87
2017
Q2 		$6M Sell
10,511
-1,972
-16% -$1.28M 1.01% 35
2017
Q1 		$9.03M Buy
12,483
+701
+6% +$519K 1.56% 20
2016
Q4 		$9.3M Sell
11,782
-194
-2% -$149K 1.66% 17
2016
Q3 		$9.15M Buy
11,976
+11,926
+23,852% +$9.28M 1.64% 15
2016
Q2 		$40K Hold
50
– – 0.01% 279
2016
Q1 		$40K Hold
50
– – 0.01% 280
2015
Q4 		$37K Hold
50
– – 0.01% 292
2015
Q3 		$37K Sell
50
-50
-50% -$35.4K 0.01% 295
2015
Q2 		$67K Buy
+100
New +$68.5K 0.01% 244

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Endurance Wealth Management's AZO Position: Q2 2023 in Review

Endurance Wealth Management increased its AutoZone (AZO) stake by 27% in Q2 2023, buying an estimated $56.1K and bringing the position to 105 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #170.

Endurance Wealth Management first reported a position in AZO in Q2 2015 and has held it in 33 quarters since. The position peaked at $9.3M in Q4 2016. 1,044 funds tracked by Wall St. Rank hold AZO as of Q2 2023.

  • Endurance Wealth Management held 105 shares of AutoZone worth $260K as of Q2 2023.
  • Endurance Wealth Management bought 22 AutoZone shares in Q2 2023, an estimated $56.1K.
  • AutoZone made up 0.04% of Endurance Wealth Management's portfolio in Q2 2023, its #170 holding.
  • Endurance Wealth Management first reported a position in AutoZone in Q2 2015 and has held it in 33 quarters since.
  • Endurance Wealth Management's AutoZone position peaked at $9.3M in Q4 2016.
  • 1,044 funds tracked by Wall St. Rank held AutoZone as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.