Pathstone Family Office’s AutoZone AZO Stock Holding History

Pathstone Family Office’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
2023 Q3	$3.02M	Buy	1,199 +738	+160%	+$1.85M	0.02%	383
2023 Q2	$1.14M	Buy	461 +67	+17%	+$171K	0.02%	441
2023 Q1	$944K	Sell	394 -1,316	-77%	-$3.21M	0.02%	464
2022 Q4	$3.13M	Buy	1,710 +731	+75%	+$1.77M	0.03%	373
2022 Q3	$2.1M	Buy	979 +771	+371%	+$1.68M	0.02%	429
2022 Q2	$446K	Buy	208 +63	+43%	+$130K	0.01%	625
2022 Q1	$297K	Sell	145 -30	-17%	-$58.6K	0.01%	754
2021 Q4	$366K	Buy	+175	New	+$326K	0.01%	649
2021 Q1	–	Sell	-21	Closed	-$25K	–	716
2020 Q4	$25K	Buy	+21	New	+$24.3K	﹤0.01%	636
2019 Q4	–	Sell	-20	Closed	-$22K	–	432
2019 Q3	$22K	Hold	20	–	–	﹤0.01%	382
2019 Q2	$22K	Buy	20 +8	+67%	+$8.42K	﹤0.01%	430
2019 Q1	$12K	Buy	+12	New	+$10.8K	﹤0.01%	482
2017 Q2	–	Sell	-2	Closed	-$1K	–	405
2017 Q1	$1K	Buy	+2	New	+$1.48K	﹤0.01%	430

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pathstone Family Office's AZO Position: Q3 2023 in Review

Pathstone Family Office increased its AutoZone (AZO) stake by 160% in Q3 2023, buying an estimated $1.85M and bringing the position to 1,199 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #383.

Pathstone Family Office first reported a position in AZO in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.13M in Q4 2022. 1,040 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Pathstone Family Office held 1,199 shares of AutoZone worth $3.02M as of Q3 2023.
Pathstone Family Office bought 738 AutoZone shares in Q3 2023, an estimated $1.85M.
AutoZone made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #383 holding.
Pathstone Family Office first reported a position in AutoZone in Q1 2017 and has held it in 13 quarters since.
Pathstone Family Office's AutoZone position peaked at $3.13M in Q4 2022.
1,040 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.