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AZO icon

Simplicity Solutions’s AutoZone AZO Stock Holding History

Simplicity Solutions’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
Q4 		$1.14M Sell
441
-117
-21% -$303K 0.03% 411
2023
Q3 		$1.42M Sell
558
-41
-7% -$103K 0.05% 350
2023
Q2 		$1.49M Sell
599
-37
-6% -$94.4K 0.04% 372
2023
Q1 		$1.56M Buy
636
+310
+95% +$756K 0.04% 368
2022
Q4 		$804K Buy
326
+131
+67% +$317K 0.11% 239
2022
Q3 		$418K Buy
195
+17
+10% +$37K 0.06% 356
2022
Q2 		$383K Buy
178
+52
+41% +$107K 0.05% 371
2022
Q1 		$258K Sell
126
-120
-49% -$235K 0.03% 518
2021
Q4 		$516K Buy
+246
New +$458K 0.06% 382
2021
Q1 		– Sell
-1,216
Closed -$1.44M – 518
2020
Q4 		$1.44M Buy
1,216
+623
+105% +$721K 0.02% 459
2020
Q3 		$698K Sell
593
-8
-1% -$9.45K 0.01% 572
2020
Q2 		$678K Sell
601
-43
-7% -$45.3K 0.01% 571
2020
Q1 		$545K Buy
644
+209
+48% +$217K 0.02% 467
2019
Q4 		$518K Buy
435
+142
+48% +$164K 0.02% 533
2019
Q3 		$318K Buy
+293
New +$328K 0.01% 528
2019
Q2 		– Sell
-494
Closed -$506K – 664
2019
Q1 		$506K Buy
494
+228
+86% +$205K 0.03% 392
2018
Q4 		$224K Buy
+266
New +$213K 0.03% 535

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Simplicity Solutions's AZO Position: Q4 2023 in Review

Simplicity Solutions reduced its AutoZone (AZO) stake by 21% in Q4 2023, selling an estimated $303K and leaving 441 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #411.

Simplicity Solutions first reported a position in AZO in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.56M in Q1 2023. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

  • Simplicity Solutions held 441 shares of AutoZone worth $1.14M as of Q4 2023.
  • Simplicity Solutions sold 117 AutoZone shares in Q4 2023, an estimated $303K.
  • AutoZone made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #411 holding.
  • Simplicity Solutions first reported a position in AutoZone in Q4 2018 and has held it in 17 quarters since.
  • Simplicity Solutions's AutoZone position peaked at $1.56M in Q1 2023.
  • 1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.