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Lakeshore Financial Planning’s AutoZone AZO Stock Holding History

Lakeshore Financial Planning’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
Q4 		– Sell
-607
Closed -$1.54M – 63
2023
Q3 		$1.54M Buy
+607
New +$1.52M 0.88% 19

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lakeshore Financial Planning's AZO Position: Q4 2023 in Review

Lakeshore Financial Planning sold out of AutoZone (AZO) in Q4 2023, closing a stake of 607 shares — an estimated $1.54M sold.

Lakeshore Financial Planning first reported a position in AZO in Q3 2023 and held it in 1 quarter. The position peaked at $1.54M in Q3 2023. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

  • Lakeshore Financial Planning reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
  • Lakeshore Financial Planning sold 607 AutoZone shares in Q4 2023, an estimated $1.54M.
  • Lakeshore Financial Planning first reported a position in AutoZone in Q3 2023 and held it in 1 quarter.
  • Lakeshore Financial Planning's AutoZone position peaked at $1.54M in Q3 2023.
  • 1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Lakeshore Financial Planning's 13F filing for Q4 2023, filed 14 Feb 2024.