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Meritage Portfolio Management’s AutoZone AZO Stock Holding History

Meritage Portfolio 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
2020
Q1 		– Sell
-3,113
Closed -$3.71M – 191
2019
Q4 		$3.71M Sell
3,113
-47
-1% -$54.3K 0.33% 101
2019
Q3 		$3.43M Sell
3,160
-2,588
-45% -$2.9M 0.33% 96
2019
Q2 		$6.32M Sell
5,748
-1,974
-26% -$2.08M 0.64% 40
2019
Q1 		$7.91M Sell
7,722
-292
-4% -$262K 0.8% 29
2018
Q4 		$6.72M Sell
8,014
-211
-3% -$169K 0.77% 29
2018
Q3 		$6.38M Sell
8,225
-89
-1% -$65.5K 0.58% 56
2018
Q2 		$5.58M Buy
+8,314
New +$5.36M 0.54% 68

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Meritage Portfolio Management's AZO Position: Q1 2020 in Review

Meritage Portfolio Management sold out of AutoZone (AZO) in Q1 2020, closing a stake of 3,113 shares — an estimated $3.71M sold.

Meritage Portfolio Management first reported a position in AZO in Q2 2018 and held it in 7 quarters. The position peaked at $7.91M in Q1 2019. 677 funds tracked by Wall St. Rank hold AZO as of Q1 2020.

  • Meritage Portfolio Management reported no remaining AutoZone position as of Q1 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 3,113 AutoZone shares in Q1 2020, an estimated $3.71M.
  • Meritage Portfolio Management first reported a position in AutoZone in Q2 2018 and held it in 7 quarters.
  • Meritage Portfolio Management's AutoZone position peaked at $7.91M in Q1 2019.
  • 677 funds tracked by Wall St. Rank held AutoZone as of Q1 2020.

Based on Meritage Portfolio Management's 13F filing for Q1 2020, filed 27 Apr 2020.