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Shaker Investments’s AutoZone AZO Stock Holding History

Shaker Investments’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
Q3 		– Sell
-330
Closed -$978K – 93
2024
Q2 		$978K Buy
+330
New +$966K 0.43% 62
2014
Q4 		– Sell
-3,010
Closed -$1.53M – 68
2014
Q3 		$1.53M Hold
3,010
– – 1.05% 28
2014
Q2 		$1.61M Hold
3,010
– – 1.05% 31
2014
Q1 		$1.62M Buy
3,010
+1,700
+130% +$882K 1% 32
2013
Q4 		$626K Buy
+1,310
New +$588K 0.41% 42

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shaker Investments's AZO Position: Q3 2024 in Review

Shaker Investments sold out of AutoZone (AZO) in Q3 2024, closing a stake of 330 shares — an estimated $978K sold.

Shaker Investments first reported a position in AZO in Q4 2013 and held it in 5 quarters. The position peaked at $1.62M in Q1 2014. 1,162 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

  • Shaker Investments reported no remaining AutoZone position as of Q3 2024 after selling out during the quarter.
  • Shaker Investments sold 330 AutoZone shares in Q3 2024, an estimated $978K.
  • Shaker Investments first reported a position in AutoZone in Q4 2013 and held it in 5 quarters.
  • Shaker Investments's AutoZone position peaked at $1.62M in Q1 2014.
  • 1,162 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on Shaker Investments's 13F filing for Q3 2024, filed 10 Oct 2024.