Paloma Partners’s AutoZone AZO Stock Holding History

Paloma Partners’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 Q1	–	Sell	-200	Closed	-$517K	–	784
2023 Q4	$517K	Buy	+200	New	+$519K	0.02%	533
2019 Q4	–	Sell	-300	Closed	-$325K	–	2143
2019 Q3	$325K	Buy	+300	New	+$336K	0.01%	1474
2018 Q4	–	Sell	-4,500	Closed	-$3.49M	–	1272
2018 Q3	$3.49M	Buy	4,500 +800	+22%	+$589K	0.06%	269
2018 Q2	$2.48M	Buy	3,700 +700	+23%	+$452K	0.05%	367
2018 Q1	$1.95M	Buy	+3,000	New	+$2.15M	0.03%	586
2017 Q2	–	Sell	-9,300	Closed	-$6.72M	–	2156
2017 Q1	$6.72M	Buy	+9,300	New	+$6.89M	0.08%	212
2016 Q3	–	Sell	-6,000	Closed	-$4.76M	–	1833
2016 Q2	$4.76M	Hold	6,000	–	–	0.05%	278
2016 Q1	$4.78M	Buy	+6,000	New	+$4.54M	0.08%	185

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 $1.6B AUM 20.7% 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

Paloma Partners's AZO Position: Q4 2024 in Review

Paloma Partners sold out of AutoZone (AZO) in Q4 2024, closing a stake of 198 shares — an estimated $624K sold.

Paloma Partners first reported a position in AZO in Q2 2013 and held it in 34 quarters. The position peaked at $12.2M in Q4 2019. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

Paloma Partners reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 198 AutoZone shares in Q4 2024, an estimated $624K.
Paloma Partners first reported a position in AutoZone in Q2 2013 and held it in 34 quarters.
Paloma Partners's AutoZone position peaked at $12.2M in Q4 2019.
1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.