Steward Financial Group’s AutoZone AZO Stock Holding History

Steward Financial Group’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	$63K	Buy	25 +10	+67%	+$25.1K	0.02%	126
2023 Q2	$37K	Sell	15 -2	-12%	-$5.1K	0.01%	175
2023 Q1	$41K	Sell	17 -1	-6%	-$2.44K	0.01%	95
2022 Q4	$44K	Buy	+18	New	+$43.5K	0.02%	80
2022 Q3	–	Sell	-18	Closed	-$38K	–	176
2022 Q2	$38K	Hold	18	–	–	0.03%	112
2022 Q1	$36K	Buy	+18	New	+$35.2K	0.03%	108

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's AZO Position: Q3 2023 in Review

Steward Financial Group increased its AutoZone (AZO) stake by 67% in Q3 2023, buying an estimated $25.1K and bringing the position to 25 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #126.

Steward Financial Group first reported a position in AZO in Q1 2022 and has held it in 6 quarters since. 1,040 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Steward Financial Group held 25 shares of AutoZone worth $63K as of Q3 2023.
Steward Financial Group bought 10 AutoZone shares in Q3 2023, an estimated $25.1K.
AutoZone made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #126 holding.
Steward Financial Group first reported a position in AutoZone in Q1 2022 and has held it in 6 quarters since.
1,040 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.