Marsico Capital Management’s AutoZone AZO Stock Holding History

Marsico Capital Management’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
2014 Q4	–	Sell	-40,806	Closed	-$20.8M	–	87
2014 Q3	$20.8M	Sell	40,806 -29,422	-42%	-$15.5M	0.16%	64
2014 Q2	$37.7M	Sell	70,228 -24,594	-26%	-$13M	0.27%	50
2014 Q1	$50.9M	Sell	94,822 -1,883	-2%	-$977K	0.37%	49
2013 Q4	$46.2M	Sell	96,705 -2,176	-2%	-$976K	0.33%	49
2013 Q3	$41.8M	Sell	98,881 -800,160	-89%	-$342M	0.31%	51
2013 Q2	$381M	Buy	+899,041	New	+$367M	2.39%	16

Other funds holding AZO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Marsico Capital Management's AZO Position: Q4 2014 in Review

Marsico Capital Management sold out of AutoZone (AZO) in Q4 2014, closing a stake of 40,806 shares — an estimated $20.8M sold.

Marsico Capital Management first reported a position in AZO in Q2 2013 and held it in 6 quarters. The position peaked at $381M in Q2 2013. 505 funds tracked by Wall St. Rank hold AZO as of Q4 2014.

Marsico Capital Management reported no remaining AutoZone position as of Q4 2014 after selling out during the quarter.
Marsico Capital Management sold 40,806 AutoZone shares in Q4 2014, an estimated $20.8M.
Marsico Capital Management first reported a position in AutoZone in Q2 2013 and held it in 6 quarters.
Marsico Capital Management's AutoZone position peaked at $381M in Q2 2013.
505 funds tracked by Wall St. Rank held AutoZone as of Q4 2014.

Based on Marsico Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.