Gradient Investments’s AutoZone AZO Stock Holding History

Gradient Investments’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	–	Sell	-1	Closed	-$3.15K	–	1385
2024 Q1	$3.15K	Sell	1 -16	-94%	-$45.7K	﹤0.01%	789
2023 Q4	$44K	Sell	17 -71	-81%	-$184K	﹤0.01%	569
2023 Q3	$224K	Hold	88	–	–	0.01%	305
2023 Q2	$219K	Buy	88 +1	+1%	+$2.55K	0.01%	311
2023 Q1	$214K	Hold	87	–	–	0.01%	286
2022 Q4	$215K	Sell	87 -1	-1%	-$2.42K	0.01%	291
2022 Q3	$188K	Hold	88	–	–	0.01%	289
2022 Q2	$189K	Buy	88 +16	+22%	+$32.9K	0.01%	295
2022 Q1	$147K	Sell	72 -63	-47%	-$123K	﹤0.01%	324
2021 Q4	$283K	Buy	135 +63	+88%	+$117K	0.01%	254
2021 Q3	$122K	Hold	72	–	–	﹤0.01%	337
2021 Q2	$107K	Hold	72	–	–	﹤0.01%	356
2021 Q1	$101K	Buy	72 +70	+3,500%	+$86.7K	﹤0.01%	361
2020 Q4	$2K	Hold	2	–	–	﹤0.01%	930
2020 Q3	$2K	Buy	2 +1	+100%	+$1.18K	﹤0.01%	935
2020 Q2	$1K	Hold	1	–	–	﹤0.01%	948
2020 Q1	$1K	Hold	1	–	–	﹤0.01%	964
2019 Q4	$1K	Hold	1	–	–	﹤0.01%	990
2019 Q3	$1K	Buy	+1	New	+$1.12K	﹤0.01%	971
2018 Q2	–	Sell	-1	Closed	-$1K	–	985
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	874
2017 Q4	$1K	Buy	+1	New	+$639	﹤0.01%	862

Other funds holding AZO

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Gradient Investments's AZO Position: Q2 2024 in Review

Gradient Investments sold out of AutoZone (AZO) in Q2 2024, closing a stake of 1 share — an estimated $3.15K sold.

Gradient Investments first reported a position in AZO in Q4 2017 and held it in 21 quarters. The position peaked at $283K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold AZO as of Q2 2024.

Gradient Investments reported no remaining AutoZone position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 1 AutoZone share in Q2 2024, an estimated $3.15K.
Gradient Investments first reported a position in AutoZone in Q4 2017 and held it in 21 quarters.
Gradient Investments's AutoZone position peaked at $283K in Q4 2021.
1,139 funds tracked by Wall St. Rank held AutoZone as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.