Lake Street Advisors Group’s AutoZone AZO Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$781K	Buy	244 +4	+2%	+$12.7K	0.04%	255
2024 Q3	$756K	Sell	240 -1	-0.4%	-$3.07K	0.03%	257
2024 Q2	$714K	Sell	241 -16	-6%	-$46.8K	0.03%	264
2024 Q1	$810K	Buy	257 +6	+2%	+$17.1K	0.04%	260
2023 Q4	$649K	Buy	+251	New	+$651K	0.03%	287
2021 Q3	–	Sell	-199	Closed	-$325K	–	245
2021 Q2	$325K	Buy	199 +2	+1%	+$2.9K	0.02%	231
2021 Q1	$277K	Sell	197 -1	-0.5%	-$1.24K	0.02%	253
2020 Q4	$235K	Sell	198 -2	-1%	-$2.32K	0.02%	268
2020 Q3	$236K	Buy	200 +11	+6%	+$13K	0.02%	236
2020 Q2	$213K	Buy	+189	New	+$199K	0.02%	246

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lake Street Advisors Group's AZO Position: Q4 2024 in Review

Lake Street Advisors Group increased its AutoZone (AZO) stake by 1.7% in Q4 2024, buying an estimated $12.7K and bringing the position to 244 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #255.

Lake Street Advisors Group first reported a position in AZO in Q2 2020 and has held it in 10 quarters since. The position peaked at $810K in Q1 2024. 1,216 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

Lake Street Advisors Group held 244 shares of AutoZone worth $781K as of Q4 2024.
Lake Street Advisors Group bought 4 AutoZone shares in Q4 2024, an estimated $12.7K.
AutoZone made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #255 holding.
Lake Street Advisors Group first reported a position in AutoZone in Q2 2020 and has held it in 10 quarters since.
Lake Street Advisors Group's AutoZone position peaked at $810K in Q1 2024.
1,216 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.