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Hohimer Wealth Management’s AutoZone AZO Stock Holding History

Hohimer Wealth 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
2024
Q1 		– Sell
-366
Closed -$946K – 226
2023
Q4 		$946K Buy
366
+5
+1% +$13K 0.24% 120
2023
Q3 		$917K Buy
361
+4
+1% +$10K 0.26% 105
2023
Q2 		$890K Sell
357
-17
-5% -$43.4K 0.25% 107
2023
Q1 		$919K Sell
374
-38
-9% -$92.7K 0.27% 98
2022
Q4 		$1.02M Sell
412
-2
-0.5% -$4.83K 0.32% 66
2022
Q3 		$887K Sell
414
-2
-0.5% -$4.36K 0.28% 92
2022
Q2 		$894K Sell
416
-295
-41% -$607K 0.26% 99
2022
Q1 		$1.45M Sell
711
-3
-0.4% -$5.86K 0.29% 101
2021
Q4 		$1.5M Buy
714
+1
+0.1% +$1.86K 0.32% 101
2021
Q3 		$1.21M Buy
713
+13
+2% +$20.9K 0.25% 111
2021
Q2 		$1.04M Buy
700
+51
+8% +$73.9K 0.21% 119
2021
Q1 		$911K Sell
649
-448
-41% -$555K 0.22% 116
2020
Q4 		$1.3M Sell
1,097
-8
-0.7% -$9.27K 0.34% 94
2020
Q3 		$1.3M Buy
1,105
+18
+2% +$21.3K 0.37% 90
2020
Q2 		$1.23M Buy
1,087
+67
+7% +$70.6K 0.42% 85
2020
Q1 		$1.08M Sell
1,020
-279
-21% -$290K 0.46% 94
2019
Q4 		$1.55M Buy
+1,299
New +$1.5M 0.54% 87

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hohimer Wealth Management's AZO Position: Q1 2024 in Review

Hohimer Wealth Management sold out of AutoZone (AZO) in Q1 2024, closing a stake of 366 shares — an estimated $946K sold.

Hohimer Wealth Management first reported a position in AZO in Q4 2019 and held it in 17 quarters. The position peaked at $1.55M in Q4 2019. 1,159 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

  • Hohimer Wealth Management reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 366 AutoZone shares in Q1 2024, an estimated $946K.
  • Hohimer Wealth Management first reported a position in AutoZone in Q4 2019 and held it in 17 quarters.
  • Hohimer Wealth Management's AutoZone position peaked at $1.55M in Q4 2019.
  • 1,159 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on Hohimer Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.