YorkBridge Wealth Partners’s AutoZone AZO Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-75	Closed	-$82K	–	207
2019 Q2	$82K	Hold	75	–	–	0.04%	314
2019 Q1	$77K	Sell	75 -450	-86%	-$404K	0.04%	310
2018 Q4	$440K	Hold	525	–	–	0.23%	99
2018 Q3	$404K	Hold	525	–	–	0.18%	115
2018 Q2	$352K	Hold	525	–	–	0.15%	132
2018 Q1	$324K	Hold	525	–	–	0.15%	134
2017 Q4	$384K	Hold	525	–	–	0.19%	116
2017 Q3	$312K	Hold	525	–	–	0.16%	124
2017 Q2	$300K	Hold	525	–	–	0.16%	128
2017 Q1	$362K	Hold	525	–	–	0.19%	109
2016 Q4	$419K	Buy	+525	New	+$404K	0.25%	93

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

YorkBridge Wealth Partners's AZO Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of AutoZone (AZO) in Q3 2019, closing a stake of 75 shares — an estimated $82K sold.

YorkBridge Wealth Partners first reported a position in AZO in Q4 2016 and held it in 11 quarters. The position peaked at $440K in Q4 2018. 707 funds tracked by Wall St. Rank hold AZO as of Q3 2019.

YorkBridge Wealth Partners reported no remaining AutoZone position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 75 AutoZone shares in Q3 2019, an estimated $82K.
YorkBridge Wealth Partners first reported a position in AutoZone in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's AutoZone position peaked at $440K in Q4 2018.
707 funds tracked by Wall St. Rank held AutoZone as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.