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Next Financial Group’s AutoZone AZO Stock Holding History

Next Financial Group’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
2021
Q4 		$147K Buy
70
+35
+100% +$65.2K 0.01% 1012
2021
Q3 		$60K Buy
35
+4
+13% +$6.42K ﹤0.01% 1332
2021
Q2 		$46K Hold
31
– – ﹤0.01% 1415
2021
Q1 		$44K Buy
31
+8
+35% +$9.9K ﹤0.01% 1325
2020
Q4 		$27K Sell
23
-133
-85% -$154K ﹤0.01% 1417
2020
Q3 		$184K Buy
+156
New +$184K 0.02% 653
2020
Q2 		– Sell
-205
Closed -$174K – 698
2020
Q1 		$174K Buy
205
+185
+925% +$192K 0.02% 584
2019
Q4 		$24K Sell
20
-100
-83% -$115K ﹤0.01% 1455
2019
Q3 		$130K Hold
120
– – 0.01% 824
2019
Q2 		$132K Sell
120
-197
-62% -$207K 0.01% 815
2019
Q1 		$324K Buy
317
+217
+217% +$195K 0.08% 239
2018
Q4 		$84K Hold
100
– – 0.02% 642
2018
Q3 		$78K Buy
+100
New +$73.6K 0.04% 433
2017
Q4 		– Sell
-100
Closed -$60K – 351
2017
Q3 		$60K Sell
100
-5
-5% -$2.66K 0.02% 650
2017
Q2 		$60K Hold
105
– – 0.01% 719
2017
Q1 		$73K Sell
105
-142
-57% -$105K 0.02% 589
2016
Q4 		$195K Buy
247
+162
+191% +$125K 0.03% 473
2016
Q3 		$65K Buy
+85
New +$66.2K 0.01% 828
2014
Q4 		– Sell
-182
Closed -$93K – 1913
2014
Q3 		$93K Hold
182
– – 0.02% 681
2014
Q2 		$96K Buy
+182
New +$96.3K 0.05% 241

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Next Financial Group's AZO Position: Q4 2021 in Review

Next Financial Group increased its AutoZone (AZO) stake by 100% in Q4 2021, buying an estimated $65.2K and bringing the position to 70 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #1012.

Next Financial Group first reported a position in AZO in Q2 2014 and has held it in 20 quarters since. The position peaked at $324K in Q1 2019. 908 funds tracked by Wall St. Rank hold AZO as of Q4 2021.

  • Next Financial Group held 70 shares of AutoZone worth $147K as of Q4 2021.
  • Next Financial Group bought 35 AutoZone shares in Q4 2021, an estimated $65.2K.
  • AutoZone made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1012 holding.
  • Next Financial Group first reported a position in AutoZone in Q2 2014 and has held it in 20 quarters since.
  • Next Financial Group's AutoZone position peaked at $324K in Q1 2019.
  • 908 funds tracked by Wall St. Rank held AutoZone as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.