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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 		$663K Buy
1,300
+1,100
+550% +$579K ﹤0.01% 4006
2014
Q2 		$107K Sell
200
-900
-82% -$476K ﹤0.01% 5855
2014
Q1 		$591K Sell
1,100
-800
-42% -$415K ﹤0.01% 4055
2013
Q4 		$908K Sell
1,900
-2,400
-56% -$1.08M ﹤0.01% 3653
2013
Q3 		$1.82M Sell
4,300
-6,400
-60% -$2.74M ﹤0.01% 2695
2013
Q2 		$4.53M Buy
+10,700
New +$4.36M 0.01% 1718

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.