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Symphony Asset Management’s AutoZone AZO Stock Holding History

Symphony Asset 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
2020
Q1 		– Sell
-455
Closed -$542K – 54
2019
Q4 		$542K Buy
455
+19
+4% +$21.9K 0.12% 107
2019
Q3 		$473K Buy
+436
New +$489K 0.1% 111
2017
Q2 		– Sell
-2,855
Closed -$2.06M – 356
2017
Q1 		$2.06M Sell
2,855
-430
-13% -$318K 0.2% 122
2016
Q4 		$2.59M Sell
3,285
-234
-7% -$180K 0.27% 92
2016
Q3 		$2.7M Sell
3,519
-462
-12% -$360K 0.28% 84
2016
Q2 		$3.16M Buy
3,981
+1,721
+76% +$1.33M 0.34% 81
2016
Q1 		$1.8M Buy
2,260
+641
+40% +$485K 0.2% 129
2015
Q4 		$1.2M Buy
1,619
+465
+40% +$355K 0.13% 169
2015
Q3 		$835K Sell
1,154
-173
-13% -$123K 0.1% 218
2015
Q2 		$885K Buy
1,327
+130
+11% +$89K 0.11% 191
2015
Q1 		$816K Buy
1,197
+378
+46% +$237K 0.09% 206
2014
Q4 		$507K Sell
819
-503
-38% -$284K 0.06% 244
2014
Q3 		$674K Buy
1,322
+719
+119% +$379K 0.07% 214
2014
Q2 		$324K Sell
603
-3,764
-86% -$1.99M 0.03% 371
2014
Q1 		$2.35M Buy
4,367
+1,475
+51% +$765K 0.22% 123
2013
Q4 		$1.38M Buy
+2,892
New +$1.3M 0.1% 179

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
MCM
Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return