Sugarloaf Wealth Management’s AutoZone AZO Stock Holding History

Sugarloaf Wealth Management’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
2022 Q4	–	Sell	-14	Closed	-$29K	–	791
2022 Q3	$29K	Sell	14 -20	-59%	-$43.6K	0.01%	370
2022 Q2	$72K	Buy	34 +3	+10%	+$6.17K	0.02%	231
2022 Q1	$64K	Buy	31 +1	+3%	+$1.95K	0.02%	246
2021 Q4	$61K	Buy	30 +16	+114%	+$29.8K	0.01%	265
2021 Q3	$24K	Buy	14 +9	+180%	+$14.4K	0.01%	385
2021 Q2	$7K	Buy	+5	New	+$7.25K	﹤0.01%	551

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's AZO Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of AutoZone (AZO) in Q4 2022, closing a stake of 14 shares — an estimated $29K sold.

Sugarloaf Wealth Management first reported a position in AZO in Q2 2021 and held it in 6 quarters. The position peaked at $72K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold AZO as of Q4 2022.

Sugarloaf Wealth Management reported no remaining AutoZone position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 14 AutoZone shares in Q4 2022, an estimated $29K.
Sugarloaf Wealth Management first reported a position in AutoZone in Q2 2021 and held it in 6 quarters.
Sugarloaf Wealth Management's AutoZone position peaked at $72K in Q2 2022.
1,045 funds tracked by Wall St. Rank held AutoZone as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.