GYL Financial Synergies’s AutoZone AZO Stock Holding History

GYL Financial Synergies’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	$394K	Sell	125 -5	-4%	-$15.4K	0.03%	263
2024 Q2	$385K	Buy	130 +1	+0.8%	+$2.93K	0.03%	268
2024 Q1	$407K	Hold	129	–	–	0.03%	266
2023 Q4	$334K	Sell	129 -11	-8%	-$28.5K	0.03%	278
2023 Q3	$356K	Buy	140 +11	+9%	+$27.6K	0.03%	267
2023 Q2	$322K	Sell	129 -4	-3%	-$10.2K	0.03%	277
2023 Q1	$327K	Sell	133 -38	-22%	-$92.7K	0.04%	232
2022 Q4	$422K	Sell	171 -10	-6%	-$24.2K	0.09%	142
2022 Q3	$388K	Hold	181	–	–	0.11%	126
2022 Q2	$389K	Sell	181 -2	-1%	-$4.11K	0.11%	121
2022 Q1	$374K	Sell	183 -166	-48%	-$324K	0.09%	137
2021 Q4	$732K	Buy	349 +2	+0.6%	+$3.72K	0.2%	84
2021 Q3	$589K	Hold	347	–	–	0.3%	82
2021 Q2	$518K	Buy	347 +3	+0.9%	+$4.35K	0.27%	94
2021 Q1	$483K	Buy	+344	New	+$426K	0.27%	100

Other funds holding AZO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GYL Financial Synergies's AZO Position: Q3 2024 in Review

GYL Financial Synergies reduced its AutoZone (AZO) stake by 3.8% in Q3 2024, selling an estimated $15.4K and leaving 125 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #263.

GYL Financial Synergies first reported a position in AZO in Q1 2021 and has held it in 15 quarters since. The position peaked at $732K in Q4 2021. 1,163 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

GYL Financial Synergies held 125 shares of AutoZone worth $394K as of Q3 2024.
GYL Financial Synergies sold 5 AutoZone shares in Q3 2024, an estimated $15.4K.
AutoZone made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #263 holding.
GYL Financial Synergies first reported a position in AutoZone in Q1 2021 and has held it in 15 quarters since.
GYL Financial Synergies's AutoZone position peaked at $732K in Q4 2021.
1,163 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.