Truepoint Inc’s AutoZone AZO Stock Holding History

Truepoint Inc’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fiera Capital (Canada)

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

Fidelity Investments

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

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

Boston Partners

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

Wellington Management Group

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