Joel Isaacson & Co’s Advance Auto Parts AAP Stock Holding History

Joel Isaacson & Co’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-312	Closed	-$53K	–	176
2016 Q4	$53K	Hold	312	–	–	0.01%	297
2016 Q3	$47K	Hold	312	–	–	0.01%	328
2016 Q2	$50K	Hold	312	–	–	0.01%	321
2016 Q1	$50K	Hold	312	–	–	0.01%	330
2015 Q4	$47K	Buy	312 +12	+4%	+$2.08K	0.01%	336
2015 Q3	$57K	Hold	300	–	–	0.02%	317
2015 Q2	$48K	Hold	300	–	–	0.01%	365
2015 Q1	$45K	Hold	300	–	–	0.01%	369
2014 Q4	$48K	Hold	300	–	–	0.01%	328
2014 Q3	$39K	Hold	300	–	–	0.01%	333
2014 Q2	$40K	Hold	300	–	–	0.01%	327
2014 Q1	$38K	Hold	300	–	–	0.01%	329
2013 Q4	$33K	Hold	300	–	–	0.01%	319
2013 Q3	$25K	Hold	300	–	–	0.01%	335
2013 Q2	$24K	Buy	+300	New	+$24.8K	0.01%	304

Other funds holding AAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return