Kiwi Wealth Investments Limited Partnership’s AutoZone AZO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-715	Closed	-$1.78M	–	62
2023 Q2	$1.78M	Hold	715	–	–	0.11%	133
2023 Q1	$1.76M	Buy	+715	New	+$1.74M	0.11%	132
2022 Q4	–	Sell	-1,913	Closed	-$4.11M	–	214
2022 Q3	$4.11M	Hold	1,913	–	–	0.28%	94
2022 Q2	$4.11M	Sell	1,913 -949	-33%	-$1.95M	0.28%	94
2022 Q1	$5.85M	Sell	2,862 -128	-4%	-$250K	0.32%	86
2021 Q4	$6.27M	Sell	2,990 -405	-12%	-$754K	0.3%	90
2021 Q3	$5.76M	Buy	+3,395	New	+$5.45M	0.29%	89
2020 Q1	–	Sell	-3,472	Closed	-$4.14M	–	170
2019 Q4	$4.14M	Sell	3,472 -516	-13%	-$596K	0.3%	91
2019 Q3	$4.33M	Buy	3,988 +1,621	+68%	+$1.82M	0.35%	83
2019 Q2	$2.6M	Buy	2,367 +775	+49%	+$816K	0.23%	116
2019 Q1	$1.63M	Sell	1,592 -50	-3%	-$44.9K	0.15%	143
2018 Q4	$1.38M	Buy	+1,642	New	+$1.32M	0.14%	147
2016 Q2	–	Sell	-8,231	Closed	-$6.56M	–	108
2016 Q1	$6.56M	Buy	+8,231	New	+$6.23M	0.67%	54

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's AZO Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of AutoZone (AZO) in Q3 2023, closing a stake of 715 shares — an estimated $1.78M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AZO in Q1 2016 and held it in 13 quarters. The position peaked at $6.56M in Q1 2016. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 715 AutoZone shares in Q3 2023, an estimated $1.78M.
Kiwi Wealth Investments Limited Partnership first reported a position in AutoZone in Q1 2016 and held it in 13 quarters.
Kiwi Wealth Investments Limited Partnership's AutoZone position peaked at $6.56M in Q1 2016.
1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.