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Lee Financial’s AutoZone AZO Stock Holding History

Lee Financial’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
Q1 		– Sell
-2
Closed -$5.17K – 214
2023
Q4 		$5.17K Hold
2
– – ﹤0.01% 534
2023
Q3 		$5.08K Hold
2
– – ﹤0.01% 516
2023
Q2 		$4.99K Hold
2
– – ﹤0.01% 507
2023
Q1 		$4.92K Hold
2
– – ﹤0.01% 534
2022
Q4 		$4.93K Hold
2
– – ﹤0.01% 550
2022
Q3 		$4K Buy
+2
New +$4.36K ﹤0.01% 560
2018
Q3 		– Sell
-7
Closed -$5K – 483
2018
Q2 		$5K Hold
7
– – ﹤0.01% 608
2018
Q1 		$5K Buy
+7
New +$5.01K ﹤0.01% 608

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's AZO Position: Q1 2024 in Review

Lee Financial sold out of AutoZone (AZO) in Q1 2024, closing a stake of 2 shares — an estimated $5.17K sold.

Lee Financial first reported a position in AZO in Q1 2018 and held it in 8 quarters. The position peaked at $5.17K in Q4 2023. 1,161 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

  • Lee Financial reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2 AutoZone shares in Q1 2024, an estimated $5.17K.
  • Lee Financial first reported a position in AutoZone in Q1 2018 and held it in 8 quarters.
  • Lee Financial's AutoZone position peaked at $5.17K in Q4 2023.
  • 1,161 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.