Halpern Financial’s AutoZone AZO Stock Holding History

Halpern Financial’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	-8	Closed	-$19.1K	–	253
2023 Q3	$19.1K	Hold	8	–	–	0.01%	127
2023 Q2	$18.7K	Buy	+8	New	+$20.4K	0.01%	121

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

Halpern Financial's AZO Position: Q4 2023 in Review

Halpern Financial sold out of AutoZone (AZO) in Q4 2023, closing a stake of 8 shares — an estimated $19.1K sold.

Halpern Financial first reported a position in AZO in Q2 2023 and held it in 2 quarters. The position peaked at $19.1K in Q3 2023. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

Halpern Financial reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 8 AutoZone shares in Q4 2023, an estimated $19.1K.
Halpern Financial first reported a position in AutoZone in Q2 2023 and held it in 2 quarters.
Halpern Financial's AutoZone position peaked at $19.1K in Q3 2023.
1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.