TrueWealth LLC’s AutoZone AZO Stock Holding History

TrueWealth LLC’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 Q2	$12K	Sell	11 -2	-15%	-$2.11K	0.01%	439
2020 Q1	$11K	Hold	13	–	–	0.01%	438
2019 Q4	$15K	Hold	13	–	–	0.01%	409
2019 Q3	$14K	Hold	13	–	–	0.01%	409
2019 Q2	$14K	Hold	13	–	–	0.01%	413
2019 Q1	$13K	Hold	13	–	–	0.01%	417
2018 Q4	$11K	Hold	13	–	–	0.01%	422
2018 Q3	$10K	Hold	13	–	–	﹤0.01%	479
2018 Q2	$9K	Hold	13	–	–	﹤0.01%	501
2018 Q1	$8K	Hold	13	–	–	﹤0.01%	486
2017 Q4	$9K	Buy	+13	New	+$8.31K	﹤0.01%	523

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TrueWealth LLC's AZO Position: Q2 2020 in Review

TrueWealth LLC reduced its AutoZone (AZO) stake by 15% in Q2 2020, selling an estimated $2.11K and leaving 11 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #439.

TrueWealth LLC first reported a position in AZO in Q4 2017 and has held it in 11 quarters since. The position peaked at $15K in Q4 2019. 720 funds tracked by Wall St. Rank hold AZO as of Q2 2020.

TrueWealth LLC held 11 shares of AutoZone worth $12K as of Q2 2020.
TrueWealth LLC sold 2 AutoZone shares in Q2 2020, an estimated $2.11K.
AutoZone made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #439 holding.
TrueWealth LLC first reported a position in AutoZone in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's AutoZone position peaked at $15K in Q4 2019.
720 funds tracked by Wall St. Rank held AutoZone as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.