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Optimal Asset Management’s AutoZone AZO Stock Holding History

Optimal Asset 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
2021
Q3 		$7.17M Buy
4,222
+9
+0.2% +$14.4K 0.9% 15
2021
Q2 		$6.29M Hold
4,213
– – 0.74% 24
2021
Q1 		$5.92M Buy
4,213
+802
+24% +$993K 0.77% 23
2020
Q4 		$4.04M Sell
3,411
-1
-0% -$1.16K 0.57% 35
2020
Q3 		$4.02M Buy
3,412
+507
+17% +$599K 0.58% 41
2020
Q2 		$3.28M Sell
2,905
-2,696
-48% -$2.84M 0.53% 41
2020
Q1 		$4.74K Buy
5,601
+3,079
+122% +$3.2M 0.44% 64
2019
Q4 		$3M Buy
+2,522
New +$2.91M 0.46% 55

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Optimal Asset Management's AZO Position: Q3 2021 in Review

Optimal Asset Management increased its AutoZone (AZO) stake by 0.21% in Q3 2021, buying an estimated $14.4K and bringing the position to 4,222 shares worth $7.17M. The position accounts for 0.9% of the portfolio, ranked #15.

Optimal Asset Management first reported a position in AZO in Q4 2019 and has held it in 8 quarters since. 825 funds tracked by Wall St. Rank hold AZO as of Q3 2021.

  • Optimal Asset Management held 4,222 shares of AutoZone worth $7.17M as of Q3 2021.
  • Optimal Asset Management bought 9 AutoZone shares in Q3 2021, an estimated $14.4K.
  • AutoZone made up 0.9% of Optimal Asset Management's portfolio in Q3 2021, its #15 holding.
  • Optimal Asset Management first reported a position in AutoZone in Q4 2019 and has held it in 8 quarters since.
  • 825 funds tracked by Wall St. Rank held AutoZone as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.