Number of Shares
11,576.00
Current Holdings Value*
$44.14 Mil
% of Portfolio
2.91%
Total Estimate Gain
$8.62 Mil
% of Total Estimate Gain
25.13%

OSTERWEIS CAPITAL MANAGEMENT INC's AutoZone Inc Holding Summary

As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 11,576.00 shares of AutoZone Inc(AZO), totaling $44.14 Mil. This investment constitutes 2.91% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0.07% of the outstanding AutoZone Inc(AZO) stock.

The initial trade took place in 2024Q1. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 4 purchases of AZO, at an average price of $2,953.86, for a total of 11,608.00 shares. In addition, there have been 1 sales at an average price of $3,450.47 for 32.00 shares. Based on historical transaction data and AZO's current price of $3696.94, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his AZO holdings is $8.62 Mil, reflecting a 25.13% gain to date.

OSTERWEIS CAPITAL MANAGEMENT INC AZO ($3696.94) Holding Chart

OSTERWEIS CAPITAL MANAGEMENT INC AZO ($3696.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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