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Homrich & Berg’s AutoZone AZO Stock Holding History

Homrich & Berg’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
2021
Q3 		$1.53M Sell
900
-619
-41% -$993K 0.03% 176
2021
Q2 		$2.27M Buy
+1,519
New +$2.2M 0.05% 141

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Homrich & Berg's AZO Position: Q3 2021 in Review

Homrich & Berg reduced its AutoZone (AZO) stake by 41% in Q3 2021, selling an estimated $993K and leaving 900 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #176.

Homrich & Berg first reported a position in AZO in Q2 2021 and has held it in 2 quarters since. The position peaked at $2.27M in Q2 2021. 825 funds tracked by Wall St. Rank hold AZO as of Q3 2021.

  • Homrich & Berg held 900 shares of AutoZone worth $1.53M as of Q3 2021.
  • Homrich & Berg sold 619 AutoZone shares in Q3 2021, an estimated $993K.
  • AutoZone made up 0.03% of Homrich & Berg's portfolio in Q3 2021, its #176 holding.
  • Homrich & Berg first reported a position in AutoZone in Q2 2021 and has held it in 2 quarters since.
  • Homrich & Berg's AutoZone position peaked at $2.27M in Q2 2021.
  • 825 funds tracked by Wall St. Rank held AutoZone as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.