HIM
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Hillsdale Investment Management’s AutoZone AZO Stock Holding History

Hillsdale Investment Management’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
-215
Closed -$546K – 568
2023
Q3 		$546K Buy
215
+40
+23% +$100K 0.05% 240
2023
Q2 		$436K Hold
175
– – 0.04% 279
2023
Q1 		$430K Buy
+175
New +$427K 0.04% 351
2022
Q2 		– Sell
-290
Closed -$593K – 544
2022
Q1 		$593K Sell
290
-100
-26% -$195K 0.04% 344
2021
Q4 		$818K Buy
390
+10
+3% +$18.6K 0.05% 284
2021
Q3 		$645K Buy
+380
New +$610K 0.05% 329
2020
Q4 		– Sell
-367
Closed -$432K – 589
2020
Q3 		$432K Buy
367
+7
+2% +$8.27K 0.04% 353
2020
Q2 		$406K Buy
+360
New +$379K 0.04% 364
2017
Q2 		– Sell
-3
Closed -$2K – 468
2017
Q1 		$2K Sell
3
-1
-25% -$740 ﹤0.01% 435
2016
Q4 		$3K Buy
4
+1
+33% +$770 ﹤0.01% 416
2016
Q3 		$2K Hold
3
– – ﹤0.01% 456
2016
Q2 		$2K Hold
3
– – ﹤0.01% 465
2016
Q1 		$2K Hold
3
– – ﹤0.01% 447
2015
Q4 		$2K Sell
3
-297
-99% -$227K ﹤0.01% 445
2015
Q3 		$217K Hold
300
– – 0.07% 287
2015
Q2 		$200K Hold
300
– – 0.06% 346
2015
Q1 		$205K Buy
300
+100
+50% +$62.8K 0.05% 341
2014
Q4 		$124K Hold
200
– – 0.03% 368
2014
Q3 		$102K Hold
200
– – 0.03% 384
2014
Q2 		$107K Sell
200
-50
-20% -$26.4K 0.02% 379
2014
Q1 		$134K Sell
250
-50
-17% -$25.9K 0.04% 349
2013
Q4 		$143K Buy
300
+100
+50% +$44.9K 0.04% 349
2013
Q3 		$85K Hold
200
– – 0.03% 365
2013
Q2 		$85K Buy
+200
New +$81.6K 0.03% 380

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Hillsdale Investment Management's AZO Position: Q4 2023 in Review

Hillsdale Investment Management sold out of AutoZone (AZO) in Q4 2023, closing a stake of 215 shares — an estimated $546K sold.

Hillsdale Investment Management first reported a position in AZO in Q2 2013 and held it in 24 quarters. The position peaked at $818K in Q4 2021. 1,108 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

  • Hillsdale Investment Management reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 215 AutoZone shares in Q4 2023, an estimated $546K.
  • Hillsdale Investment Management first reported a position in AutoZone in Q2 2013 and held it in 24 quarters.
  • Hillsdale Investment Management's AutoZone position peaked at $818K in Q4 2021.
  • 1,108 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.