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Willingdon Wealth Management’s AutoZone AZO Stock Holding History

Willingdon Wealth Management’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
Q1 		– Sell
-2
Closed -$2K – 302
2019
Q4 		$2K Hold
2
– – ﹤0.01% 321
2019
Q3 		$2K Buy
+2
New +$2.24K ﹤0.01% 336

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Willingdon Wealth Management's AZO Position: Q1 2020 in Review

Willingdon Wealth Management sold out of AutoZone (AZO) in Q1 2020, closing a stake of 2 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in AZO in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 676 funds tracked by Wall St. Rank hold AZO as of Q1 2020.

  • Willingdon Wealth Management reported no remaining AutoZone position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 2 AutoZone shares in Q1 2020, an estimated $2K.
  • Willingdon Wealth Management first reported a position in AutoZone in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's AutoZone position peaked at $2K in Q4 2019.
  • 676 funds tracked by Wall St. Rank held AutoZone as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.