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Geller Advisors’s AutoZone AZO Stock Holding History

Geller 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
Q4 		$720K Sell
225
-196
-47% -$621K 0.05% 91
2024
Q3 		$1.33M Buy
421
+2
+0.5% +$6.14K 0.09% 57
2024
Q2 		$1.24M Buy
419
+23
+6% +$67.3K 0.09% 63
2024
Q1 		$1.25M Sell
396
-27
-6% -$77.2K 0.1% 57
2023
Q4 		$1.09M Sell
423
-38
-8% -$98.6K 0.11% 62
2023
Q3 		$1.17M Buy
461
+157
+52% +$394K 0.14% 45
2023
Q2 		$758K Buy
304
+189
+164% +$482K 0.09% 69
2023
Q1 		$283K Buy
115
+26
+29% +$63.4K 0.04% 130
2022
Q4 		$219K Buy
+89
New +$215K 0.04% 140

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

Geller Advisors's AZO Position: Q4 2024 in Review

Geller Advisors reduced its AutoZone (AZO) stake by 47% in Q4 2024, selling an estimated $621K and leaving 225 shares worth $720K. The position accounts for 0.05% of the portfolio, ranked #91.

Geller Advisors first reported a position in AZO in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.33M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Geller Advisors held 225 shares of AutoZone worth $720K as of Q4 2024.
  • Geller Advisors sold 196 AutoZone shares in Q4 2024, an estimated $621K.
  • AutoZone made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #91 holding.
  • Geller Advisors first reported a position in AutoZone in Q4 2022 and has held it in 9 quarters since.
  • Geller Advisors's AutoZone position peaked at $1.33M in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.