ETIA
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Epic Trust Investment Advisors’s AutoZone AZO Stock Holding History

Epic Trust Investment 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
2024
Q2 		$403K Buy
136
+11
+9% +$32.2K 0.44% 56
2024
Q1 		$394K Buy
125
+7
+6% +$20K 0.49% 53
2023
Q4 		$305K Buy
118
+16
+16% +$41.5K 0.41% 70
2023
Q3 		$259K Buy
+102
New +$256K 0.41% 66

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Epic Trust Investment Advisors's AZO Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its AutoZone (AZO) stake by 8.8% in Q2 2024, buying an estimated $32.2K and bringing the position to 136 shares worth $403K. The position accounts for 0.44% of the portfolio, ranked #56.

Epic Trust Investment Advisors first reported a position in AZO in Q3 2023 and has held it in 4 quarters since. 1,140 funds tracked by Wall St. Rank hold AZO as of Q2 2024.

  • Epic Trust Investment Advisors held 136 shares of AutoZone worth $403K as of Q2 2024.
  • Epic Trust Investment Advisors bought 11 AutoZone shares in Q2 2024, an estimated $32.2K.
  • AutoZone made up 0.44% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #56 holding.
  • Epic Trust Investment Advisors first reported a position in AutoZone in Q3 2023 and has held it in 4 quarters since.
  • 1,140 funds tracked by Wall St. Rank held AutoZone as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.