McKinley Carter Wealth Services’s AutoZone AZO Stock Holding History

McKinley Carter Wealth 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
2018 Q2	–	Sell	-35	Closed	-$23K	–	177
2018 Q1	$23K	Buy	+35	New	+$25.1K	0.01%	317
2014 Q3	–	Sell	-3,124	Closed	-$1.68M	–	94
2014 Q2	$1.68M	Sell	3,124 -41	-1%	-$21.7K	1.77%	11
2014 Q1	$1.7M	Buy	3,165 +619	+24%	+$321K	1.85%	10
2013 Q4	$1.22M	Buy	+2,546	New	+$1.14M	1.19%	22

Other funds holding AZO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

McKinley Carter Wealth Services's AZO Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of AutoZone (AZO) in Q2 2018, closing a stake of 35 shares — an estimated $23K sold.

McKinley Carter Wealth Services first reported a position in AZO in Q4 2013 and held it in 4 quarters. The position peaked at $1.7M in Q1 2014. 594 funds tracked by Wall St. Rank hold AZO as of Q2 2018.

McKinley Carter Wealth Services reported no remaining AutoZone position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 35 AutoZone shares in Q2 2018, an estimated $23K.
McKinley Carter Wealth Services first reported a position in AutoZone in Q4 2013 and held it in 4 quarters.
McKinley Carter Wealth Services's AutoZone position peaked at $1.7M in Q1 2014.
594 funds tracked by Wall St. Rank held AutoZone as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.