Truepoint Inc’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-301
| Closed | -$778K | – | 129 |
|
|
2023
Q4 | $778K | Sell |
301
-24
| -7% | -$62.2K | 0.02% | 98 |
|
|
2023
Q3 | $825K | Buy |
325
+25
| +8% | +$62.7K | 0.03% | 85 |
|
|
2023
Q2 | $748K | Hold |
300
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $737K | Hold |
300
| – | – | 0.03% | 78 |
|
|
2022
Q4 | $740K | Hold |
300
| – | – | 0.03% | 81 |
|
|
2022
Q3 | $643K | Hold |
300
| – | – | 0.03% | 79 |
|
|
2022
Q2 | $645K | Hold |
300
| – | – | 0.03% | 81 |
|
|
2022
Q1 | $613K | Hold |
300
| – | – | 0.03% | 80 |
|
|
2021
Q4 | $629K | Sell |
300
-4
| -1% | -$7.45K | 0.03% | 74 |
|
|
2021
Q3 | $516K | Buy |
304
+4
| +1% | +$6.42K | 0.03% | 79 |
|
|
2021
Q2 | $448K | Hold |
300
| – | – | 0.02% | 78 |
|
|
2021
Q1 | $421K | Hold |
300
| – | – | 0.03% | 77 |
|
|
2020
Q4 | $356K | Buy |
+300
| New | +$347K | 0.02% | 84 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$353K | – | 51 |
|
|
2019
Q4 | $353K | Hold |
300
| – | – | 0.03% | 87 |
|
|
2019
Q3 | $325K | Hold |
300
| – | – | 0.03% | 87 |
|
|
2019
Q2 | $330K | Hold |
300
| – | – | 0.03% | 91 |
|
|
2019
Q1 | $307K | Hold |
300
| – | – | 0.03% | 88 |
|
|
2018
Q4 | $252K | Hold |
300
| – | – | 0.02% | 89 |
|
|
2018
Q3 | $233K | Hold |
300
| – | – | 0.02% | 94 |
|
|
2018
Q2 | $201K | Buy |
+300
| New | +$194K | 0.02% | 103 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$213K | – | 103 |
|
|
2017
Q4 | $213K | Buy |
+300
| New | +$192K | 0.02% | 86 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$217K | – | 101 |
|
|
2017
Q1 | $217K | Hold |
300
| – | – | 0.02% | 91 |
|
|
2016
Q4 | $237K | Hold |
300
| – | – | 0.03% | 80 |
|
|
2016
Q3 | $231K | Hold |
300
| – | – | 0.03% | 68 |
|
|
2016
Q2 | $238K | Hold |
300
| – | – | 0.03% | 65 |
|
|
2016
Q1 | $205K | Hold |
300
| – | – | 0.03% | 70 |
|
|
2015
Q4 | $205K | Hold |
300
| – | – | 0.03% | 71 |
|
|
2015
Q3 | $205K | Buy |
+300
| New | +$213K | 0.03% | 56 |
|
Other funds holding AZO
Truepoint Inc's AZO Position: Q1 2024 in Review
Truepoint Inc sold out of AutoZone (AZO) in Q1 2024, closing a stake of 301 shares — an estimated $778K sold.
Truepoint Inc first reported a position in AZO in Q3 2015 and held it in 28 quarters. The position peaked at $825K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold AZO as of Q1 2024.
- Truepoint Inc reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
- Truepoint Inc sold 301 AutoZone shares in Q1 2024, an estimated $778K.
- Truepoint Inc first reported a position in AutoZone in Q3 2015 and held it in 28 quarters.
- Truepoint Inc's AutoZone position peaked at $825K in Q3 2023.
- 1,161 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.
Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.