Independent Order of Foresters’s AutoZone AZO Stock Holding History

Independent Order of Foresters’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
2019 Q3	–	Sell	-150	Closed	-$165K	–	7
2019 Q2	$165K	Sell	150 -50	-25%	-$52.6K	0.15%	16
2019 Q1	$205K	Sell	200 -150	-43%	-$135K	0.2%	15
2018 Q4	$293K	Sell	350 -10	-3%	-$8.02K	0.32%	9
2018 Q3	$279K	Sell	360 -210	-37%	-$155K	0.26%	11
2018 Q2	$382K	Hold	570	–	–	0.54%	4
2018 Q1	$370K	Sell	570 -10	-2%	-$7.16K	0.34%	59
2017 Q4	$413K	Sell	580 -240	-29%	-$153K	0.37%	53
2017 Q3	$488K	Buy	820 +320	+64%	+$170K	0.4%	54
2017 Q2	$285K	Buy	+500	New	+$326K	0.24%	71

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Independent Order of Foresters's AZO Position: Q3 2019 in Review

Independent Order of Foresters sold out of AutoZone (AZO) in Q3 2019, closing a stake of 150 shares — an estimated $165K sold.

Independent Order of Foresters first reported a position in AZO in Q2 2017 and held it in 9 quarters. The position peaked at $488K in Q3 2017. 707 funds tracked by Wall St. Rank hold AZO as of Q3 2019.

Independent Order of Foresters reported no remaining AutoZone position as of Q3 2019 after selling out during the quarter.
Independent Order of Foresters sold 150 AutoZone shares in Q3 2019, an estimated $165K.
Independent Order of Foresters first reported a position in AutoZone in Q2 2017 and held it in 9 quarters.
Independent Order of Foresters's AutoZone position peaked at $488K in Q3 2017.
707 funds tracked by Wall St. Rank held AutoZone as of Q3 2019.

Based on Independent Order of Foresters's 13F filing for Q3 2019, filed 8 Nov 2019.