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Morningstar Investment Services’s AutoZone AZO Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-623
Closed -$1.99M – 163
2024
Q3 		$1.99M Buy
623
+27
+5% +$82.9K 0.02% 173
2024
Q2 		$1.76M Buy
596
+9
+2% +$26.3K 0.02% 170
2024
Q1 		$1.87M Sell
587
-561
-49% -$1.6M 0.02% 163
2023
Q4 		$2.95M Buy
1,148
+578
+101% +$1.5M 0.02% 170
2023
Q3 		$1.46M Buy
570
+16
+3% +$40.2K 0.02% 163
2023
Q2 		$1.36M Buy
554
+12
+2% +$30.6K 0.02% 165
2023
Q1 		$1.3M Sell
542
-285
-34% -$695K 0.02% 164
2022
Q4 		$2.02M Buy
827
+12
+1% +$29K 0.03% 143
2022
Q3 		$2.06M Sell
815
-139
-15% -$303K 0.03% 140
2022
Q2 		$2.04M Buy
954
+195
+26% +$401K 0.03% 150
2022
Q1 		$1.57M Buy
759
+116
+18% +$227K 0.02% 166
2021
Q4 		$1.35M Buy
643
+110
+21% +$205K 0.02% 168
2021
Q3 		$922K Buy
533
+44
+9% +$70.6K 0.01% 172
2021
Q2 		$729K Buy
489
+81
+20% +$117K 0.01% 177
2021
Q1 		$582K Buy
408
+84
+26% +$104K 0.01% 173
2020
Q4 		$384K Sell
324
-4
-1% -$4.63K 0.01% 174
2020
Q3 		$379K Buy
328
+15
+5% +$17.7K 0.01% 172
2020
Q2 		$353K Sell
313
-4
-1% -$4.21K 0.01% 167
2020
Q1 		$277K Buy
317
+28
+10% +$29.1K 0.01% 183
2019
Q4 		$344K Sell
289
-35
-11% -$40.4K 0.01% 160
2019
Q3 		$351K Sell
324
-1
-0.3% -$1.12K 0.01% 157
2019
Q2 		$357K Sell
325
-517
-61% -$544K 0.01% 180
2019
Q1 		$862K Sell
842
-115
-12% -$103K 0.01% 147
2018
Q4 		$802K Sell
957
-37
-4% -$29.7K 0.02% 140
2018
Q3 		$771K Buy
994
+79
+9% +$58.2K 0.01% 142
2018
Q2 		$614K Buy
915
+28
+3% +$18.1K 0.01% 149
2018
Q1 		$575K Buy
887
+3
+0.3% +$2.15K 0.01% 153
2017
Q4 		$629K Buy
884
+35
+4% +$22.4K 0.01% 154
2017
Q3 		$505K Buy
+849
New +$452K 0.01% 156

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morningstar Investment Services's AZO Position: Q4 2024 in Review

Morningstar Investment Services sold out of AutoZone (AZO) in Q4 2024, closing a stake of 623 shares — an estimated $1.99M sold.

Morningstar Investment Services first reported a position in AZO in Q3 2017 and held it in 29 quarters. The position peaked at $2.95M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Morningstar Investment Services reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 623 AutoZone shares in Q4 2024, an estimated $1.99M.
  • Morningstar Investment Services first reported a position in AutoZone in Q3 2017 and held it in 29 quarters.
  • Morningstar Investment Services's AutoZone position peaked at $2.95M in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.