Peak Asset Management’s AutoZone AZO Stock Holding History

Peak 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
2023 Q3	–	Sell	-230	Closed	-$573K	–	137
2023 Q2	$573K	Hold	230	–	–	0.13%	88
2023 Q1	$565K	Hold	230	–	–	0.14%	87
2022 Q4	$567K	Hold	230	–	–	0.15%	83
2022 Q3	$493K	Buy	230 +30	+15%	+$65.4K	0.14%	85
2022 Q2	$430K	Buy	+200	New	+$411K	0.12%	94

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Peak Asset Management's AZO Position: Q3 2023 in Review

Peak Asset Management sold out of AutoZone (AZO) in Q3 2023, closing a stake of 230 shares — an estimated $573K sold.

Peak Asset Management first reported a position in AZO in Q2 2022 and held it in 5 quarters. The position peaked at $573K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Peak Asset Management reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
Peak Asset Management sold 230 AutoZone shares in Q3 2023, an estimated $573K.
Peak Asset Management first reported a position in AutoZone in Q2 2022 and held it in 5 quarters.
Peak Asset Management's AutoZone position peaked at $573K in Q2 2023.
1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Peak Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.