Rational Advisors’s AutoZone AZO Stock Holding History

Rational Advisors’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
2025 Q2	–	Sell	-305	Closed	-$1.16M	–	192
2025 Q1	$1.16M	Buy	+305	New	+$1.05M	0.12%	74
2020 Q3	–	Sell	-17	Closed	-$19K	–	594
2020 Q2	$19K	Buy	17 +3	+21%	+$3.16K	0.01%	284
2020 Q1	$12K	Sell	14 -98	-88%	-$102K	0.01%	156
2019 Q4	$134K	Buy	112 +3	+3%	+$3.46K	0.06%	246
2019 Q3	$118K	Sell	109 -77	-41%	-$86.3K	0.05%	282
2019 Q2	$205K	Sell	186 -2,875	-94%	-$3.03M	0.07%	213
2019 Q1	$3.13M	Buy	3,061 +1,594	+109%	+$1.43M	0.85%	30
2018 Q4	$1.23M	Buy	1,467 +1,466	+146,600%	+$1.18M	0.38%	63
2018 Q3	$1K	Sell	1 -1	-50%	-$736	﹤0.01%	486
2018 Q2	$1K	Sell	2 -1	-33%	-$645	﹤0.01%	447
2018 Q1	$2K	Buy	+3	New	+$2.15K	﹤0.01%	462
2016 Q3	–	Sell	-950	Closed	-$754K	–	272
2016 Q2	$754K	Buy	+950	New	+$732K	0.52%	48

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

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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