Greatmark Investment Partners’s AutoZone AZO Stock Holding History

Greatmark Investment Partners’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 Q4	–	Sell	-110	Closed	-$279K	–	129
2023 Q3	$279K	Hold	110	–	–	0.05%	109
2023 Q2	$274K	Hold	110	–	–	0.05%	114
2023 Q1	$270K	Hold	110	–	–	0.05%	112
2022 Q4	$271K	Hold	110	–	–	0.05%	106
2022 Q3	$236K	Hold	110	–	–	0.05%	113
2022 Q2	$236K	Hold	110	–	–	0.05%	119
2022 Q1	$225K	Hold	110	–	–	0.04%	127
2021 Q4	$231K	Buy	+110	New	+$205K	0.04%	123

Other funds holding AZO

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Greatmark Investment Partners's AZO Position: Q4 2023 in Review

Greatmark Investment Partners sold out of AutoZone (AZO) in Q4 2023, closing a stake of 110 shares — an estimated $279K sold.

Greatmark Investment Partners first reported a position in AZO in Q4 2021 and held it in 8 quarters. The position peaked at $279K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

Greatmark Investment Partners reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
Greatmark Investment Partners sold 110 AutoZone shares in Q4 2023, an estimated $279K.
Greatmark Investment Partners first reported a position in AutoZone in Q4 2021 and held it in 8 quarters.
Greatmark Investment Partners's AutoZone position peaked at $279K in Q3 2023.
1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Greatmark Investment Partners's 13F filing for Q4 2023, filed 5 Feb 2024.