Occudo Quantitative Strategies’s AutoZone AZO Stock Holding History

Occudo Quantitative Strategies’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
2025 Q3	–	Sell	-147	Closed	-$546K	–	675
2025 Q2	$546K	Buy	+147	New	+$542K	0.06%	338
2024 Q4	–	Sell	-415	Closed	-$1.31M	–	681
2024 Q3	$1.31M	Buy	+415	New	+$1.27M	0.24%	109
2023 Q4	–	Sell	-1,211	Closed	-$3.08M	–	805
2023 Q3	$3.08M	Buy	+1,211	New	+$3.04M	0.4%	37
2023 Q2	–	Sell	-208	Closed	-$511K	–	1018
2023 Q1	$511K	Sell	208 -327	-61%	-$798K	0.05%	513
2022 Q4	$1.32M	Buy	535 +176	+49%	+$425K	0.15%	209
2022 Q3	$769K	Buy	359 +163	+83%	+$355K	0.06%	515
2022 Q2	$421K	Sell	196 -215	-52%	-$442K	0.03%	679
2022 Q1	$840K	Hold	411	–	–	0.07%	438
2021 Q4	$862K	Buy	+411	New	+$765K	0.08%	417
2021 Q2	–	Sell	-293	Closed	-$411K	–	875
2021 Q1	$411K	Sell	293 -31	-10%	-$38.4K	0.09%	393
2020 Q4	$384K	Buy	+324	New	+$375K	0.12%	336

Other funds holding AZO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

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

Fiera Capital (Canada)

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