HighTower Trust’s AutoZone AZO Stock Holding History

HighTower Trust’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
2022 Q3	–	Sell	-2,547	Closed	-$487	–	236
2022 Q2	$487	Buy	2,547 +2,333	+1,090%	+$4.8M	0.05%	150
2022 Q1	$438K	Buy	214 +5	+2%	+$9.77K	0.04%	165
2021 Q4	$438K	Buy	+209	New	+$389K	0.04%	164

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

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HighTower Trust's AZO Position: Q3 2022 in Review

HighTower Trust sold out of AutoZone (AZO) in Q3 2022, closing a stake of 2,547 shares — an estimated $487 sold.

HighTower Trust first reported a position in AZO in Q4 2021 and held it in 3 quarters. The position peaked at $438K in Q1 2022. 982 funds tracked by Wall St. Rank hold AZO as of Q3 2022.

HighTower Trust reported no remaining AutoZone position as of Q3 2022 after selling out during the quarter.
HighTower Trust sold 2,547 AutoZone shares in Q3 2022, an estimated $487.
HighTower Trust first reported a position in AutoZone in Q4 2021 and held it in 3 quarters.
HighTower Trust's AutoZone position peaked at $438K in Q1 2022.
982 funds tracked by Wall St. Rank held AutoZone as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.