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Lloyd Advisory Services’s AutoZone AZO Stock Holding History

Lloyd Advisory Services’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
2021
Q1 		– Sell
-22
Closed -$26K – 378
2020
Q4 		$26K Sell
22
-2
-8% -$2.32K 0.01% 162
2020
Q3 		$28K Sell
24
-5
-17% -$5.91K 0.02% 139
2020
Q2 		$33K Sell
29
-4
-12% -$4.21K 0.02% 132
2020
Q1 		$28K Buy
33
+3
+10% +$3.12K 0.02% 126
2019
Q4 		$36K Buy
+30
New +$34.6K 0.03% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lloyd Advisory Services's AZO Position: Q1 2021 in Review

Lloyd Advisory Services sold out of AutoZone (AZO) in Q1 2021, closing a stake of 22 shares — an estimated $26K sold.

Lloyd Advisory Services first reported a position in AZO in Q4 2019 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 768 funds tracked by Wall St. Rank hold AZO as of Q1 2021.

  • Lloyd Advisory Services reported no remaining AutoZone position as of Q1 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 22 AutoZone shares in Q1 2021, an estimated $26K.
  • Lloyd Advisory Services first reported a position in AutoZone in Q4 2019 and held it in 5 quarters.
  • Lloyd Advisory Services's AutoZone position peaked at $36K in Q4 2019.
  • 768 funds tracked by Wall St. Rank held AutoZone as of Q1 2021.

Based on Lloyd Advisory Services's 13F filing for Q1 2021, filed 4 May 2021.