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Kays Financial Advisory’s AutoZone AZO Stock Holding History

Kays Financial Advisory’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
2018
Q4 		– Sell
-3,907
Closed -$3.03M – 107
2018
Q3 		$3.03M Sell
3,907
-77
-2% -$56.7K 0.65% 27
2018
Q2 		$2.67M Buy
3,984
+221
+6% +$143K 0.59% 33
2018
Q1 		$2.44M Sell
3,763
-91
-2% -$65.1K 0.56% 34
2017
Q4 		$2.74M Buy
3,854
+64
+2% +$40.9K 0.8% 26
2017
Q3 		$2.25M Buy
3,790
+776
+26% +$413K 0.72% 31
2017
Q2 		$1.72M Buy
3,014
+109
+4% +$71K 0.58% 32
2017
Q1 		$2.1M Buy
2,905
+421
+17% +$312K 0.75% 30
2016
Q4 		$1.96M Buy
2,484
+225
+10% +$173K 0.76% 23
2016
Q3 		$1.74M Buy
2,259
+273
+14% +$213K 0.74% 24
2016
Q2 		$1.58M Buy
1,986
+279
+16% +$215K 0.71% 21
2016
Q1 		$1.36M Buy
1,707
+30
+2% +$22.7K 0.67% 16
2015
Q4 		$1.24M Buy
1,677
+122
+8% +$93.1K 0.64% 19
2015
Q3 		$1.13M Buy
1,555
+265
+21% +$188K 0.64% 15
2015
Q2 		$860K Buy
1,290
+57
+5% +$39K 0.5% 18
2015
Q1 		$841K Buy
1,233
+309
+33% +$194K 0.5% 18
2014
Q4 		$572K Buy
924
+269
+41% +$152K 0.39% 20
2014
Q3 		$334K Buy
655
+135
+26% +$71.1K 0.24% 32
2014
Q2 		$279K Buy
+520
New +$275K 0.2% 35

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kays Financial Advisory's AZO Position: Q4 2018 in Review

Kays Financial Advisory sold out of AutoZone (AZO) in Q4 2018, closing a stake of 3,907 shares — an estimated $3.03M sold.

Kays Financial Advisory first reported a position in AZO in Q2 2014 and held it in 18 quarters. The position peaked at $3.03M in Q3 2018. 657 funds tracked by Wall St. Rank hold AZO as of Q4 2018.

  • Kays Financial Advisory reported no remaining AutoZone position as of Q4 2018 after selling out during the quarter.
  • Kays Financial Advisory sold 3,907 AutoZone shares in Q4 2018, an estimated $3.03M.
  • Kays Financial Advisory first reported a position in AutoZone in Q2 2014 and held it in 18 quarters.
  • Kays Financial Advisory's AutoZone position peaked at $3.03M in Q3 2018.
  • 657 funds tracked by Wall St. Rank held AutoZone as of Q4 2018.

Based on Kays Financial Advisory's 13F filing for Q4 2018, filed 6 Feb 2019.