Zhang Financial’s AutoZone AZO Stock Holding History

Zhang Financial’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
2023 Q3	–	Sell	-124	Closed	-$316K	–	233
2023 Q2	$316K	Buy	+124	New	+$316K	0.03%	194

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zhang Financial's AZO Position: Q3 2023 in Review

Zhang Financial sold out of AutoZone (AZO) in Q3 2023, closing a stake of 124 shares — an estimated $316K sold.

Zhang Financial first reported a position in AZO in Q2 2023 and held it in 1 quarter. The position peaked at $316K in Q2 2023. 1,040 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Zhang Financial reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
Zhang Financial sold 124 AutoZone shares in Q3 2023, an estimated $316K.
Zhang Financial first reported a position in AutoZone in Q2 2023 and held it in 1 quarter.
Zhang Financial's AutoZone position peaked at $316K in Q2 2023.
1,040 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Zhang Financial's 13F filing for Q3 2023, filed 11 Oct 2023.