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Sterling Financial Planning’s AutoZone AZO Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-2
Closed -$3K – 124
2021
Q3 		$3K Hold
2
– – ﹤0.01% 390
2021
Q2 		$3K Hold
2
– – ﹤0.01% 368
2021
Q1 		$3K Hold
2
– – ﹤0.01% 344
2020
Q4 		$2K Buy
+2
New +$2.32K ﹤0.01% 332

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sterling Financial Planning's AZO Position: Q4 2021 in Review

Sterling Financial Planning sold out of AutoZone (AZO) in Q4 2021, closing a stake of 2 shares — an estimated $3K sold.

Sterling Financial Planning first reported a position in AZO in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 908 funds tracked by Wall St. Rank hold AZO as of Q4 2021.

  • Sterling Financial Planning reported no remaining AutoZone position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2 AutoZone shares in Q4 2021, an estimated $3K.
  • Sterling Financial Planning first reported a position in AutoZone in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's AutoZone position peaked at $3K in Q3 2021.
  • 908 funds tracked by Wall St. Rank held AutoZone as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.