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UBS’s AutoZone AZO Stock Holding History

UBS’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
2014
Q3 		$408K Sell
800
-100
-11% -$52.7K ﹤0.01% 4463
2014
Q2 		$483K Sell
900
-32,800
-97% -$17.4M ﹤0.01% 4256
2014
Q1 		$18.1M Buy
33,700
+31,100
+1,196% +$16.1M 0.02% 862
2013
Q4 		$1.24M Sell
2,600
-1,100
-30% -$494K ﹤0.01% 3303
2013
Q3 		$1.56M Buy
3,700
+1,800
+95% +$770K ﹤0.01% 2856
2013
Q2 		$805K Buy
+1,900
New +$775K ﹤0.01% 3576

Other funds holding AZO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

UBS's AZO Position: Q3 2014 in Review

UBS reduced its AutoZone (AZO) stake by 39% in Q3 2014, selling an estimated $2.66M and leaving 7,867 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

UBS first reported a position in AZO in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.36M in Q4 2013. 464 funds tracked by Wall St. Rank hold AZO as of Q3 2014.

  • UBS held 7,867 shares of AutoZone worth $4.01M as of Q3 2014.
  • UBS sold 5,045 AutoZone shares in Q3 2014, an estimated $2.66M.
  • AutoZone made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2247 holding.
  • UBS first reported a position in AutoZone in Q2 2013 and has held it in 6 quarters since.
  • UBS's AutoZone position peaked at $7.36M in Q4 2013.
  • 464 funds tracked by Wall St. Rank held AutoZone as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.