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Horan Securities’s AutoZone AZO Stock Holding History

Horan Securities’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
Q3 		– Sell
-4
Closed -$9.97K – 144
2023
Q2 		$9.97K Hold
4
– – ﹤0.01% 389
2023
Q1 		$9.83K Hold
4
– – 0.01% 383
2022
Q4 		$9.87K Buy
+4
New +$9.67K 0.01% 371
2022
Q1 		– Sell
-1
Closed -$2K – 512
2021
Q4 		$2K Buy
+1
New +$1.86K ﹤0.01% 444

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Horan Securities's AZO Position: Q3 2023 in Review

Horan Securities sold out of AutoZone (AZO) in Q3 2023, closing a stake of 4 shares — an estimated $9.97K sold.

Horan Securities first reported a position in AZO in Q4 2021 and held it in 4 quarters. The position peaked at $9.97K in Q2 2023. 1,040 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

  • Horan Securities reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 4 AutoZone shares in Q3 2023, an estimated $9.97K.
  • Horan Securities first reported a position in AutoZone in Q4 2021 and held it in 4 quarters.
  • Horan Securities's AutoZone position peaked at $9.97K in Q2 2023.
  • 1,040 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.