GIM
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Generate Investment Management’s AutoZone AZO Stock Holding History

Generate Investment 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
2024
Q3 		– Sell
-5,953
Closed -$17.6M – 74
2024
Q2 		$17.6M Buy
5,953
+2,711
+84% +$7.94M 1.04% 27
2024
Q1 		$10.2M Sell
3,242
-2,606
-45% -$7.45M 0.74% 41
2023
Q4 		$15.1M Buy
+5,848
New +$15.2M 1.31% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Generate Investment Management's AZO Position: Q3 2024 in Review

Generate Investment Management sold out of AutoZone (AZO) in Q3 2024, closing a stake of 5,953 shares — an estimated $17.6M sold.

Generate Investment Management first reported a position in AZO in Q4 2023 and held it in 3 quarters. The position peaked at $17.6M in Q2 2024. 1,161 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

  • Generate Investment Management reported no remaining AutoZone position as of Q3 2024 after selling out during the quarter.
  • Generate Investment Management sold 5,953 AutoZone shares in Q3 2024, an estimated $17.6M.
  • Generate Investment Management first reported a position in AutoZone in Q4 2023 and held it in 3 quarters.
  • Generate Investment Management's AutoZone position peaked at $17.6M in Q2 2024.
  • 1,161 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on Generate Investment Management's 13F filing for Q3 2024, filed 18 Oct 2024.