New Capital Management’s AutoZone AZO Stock Holding History

New 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
2024 Q4	–	Sell	-75	Closed	-$236K	–	52
2024 Q3	$236K	Hold	75	–	–	0.07%	49
2024 Q2	$222K	Hold	75	–	–	0.07%	52
2024 Q1	$236K	Buy	+75	New	+$214K	0.07%	55
2022 Q2	–	Sell	-150	Closed	-$307K	–	43
2022 Q1	$307K	Hold	150	–	–	0.22%	37
2021 Q4	$314K	Hold	150	–	–	0.16%	36
2021 Q3	$250K	Buy	+150	New	+$241K	0.14%	39

Other funds holding AZO

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

New Capital Management's AZO Position: Q4 2024 in Review

New Capital Management sold out of AutoZone (AZO) in Q4 2024, closing a stake of 75 shares — an estimated $236K sold.

New Capital Management first reported a position in AZO in Q3 2021 and held it in 6 quarters. The position peaked at $314K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

New Capital Management reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
New Capital Management sold 75 AutoZone shares in Q4 2024, an estimated $236K.
New Capital Management first reported a position in AutoZone in Q3 2021 and held it in 6 quarters.
New Capital Management's AutoZone position peaked at $314K in Q4 2021.
1,215 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on New Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.