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Omnia Family Wealth’s AutoZone AZO Stock Holding History

Omnia Family Wealth’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
2017
Q3 		– Sell
-4
Closed -$2K – 629
2017
Q2 		$2K Sell
4
-2
-33% -$1.3K ﹤0.01% 566
2017
Q1 		$4K Sell
6
-5
-45% -$3.7K ﹤0.01% 426
2016
Q4 		$9K Buy
+11
New +$8.47K ﹤0.01% 297

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Omnia Family Wealth's AZO Position: Q3 2017 in Review

Omnia Family Wealth sold out of AutoZone (AZO) in Q3 2017, closing a stake of 4 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in AZO in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 536 funds tracked by Wall St. Rank hold AZO as of Q3 2017.

  • Omnia Family Wealth reported no remaining AutoZone position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 4 AutoZone shares in Q3 2017, an estimated $2K.
  • Omnia Family Wealth first reported a position in AutoZone in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's AutoZone position peaked at $9K in Q4 2016.
  • 536 funds tracked by Wall St. Rank held AutoZone as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.