Ownership history in HM PAYSON & CO Β· 33 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in AUTOZONE INC Com (AZO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HM PAYSON & CO outperformed the S&P 500 by +113.7% annually on this AZO position. Timing score: 50% (14/28 decisions correct). Average cost basis: $1152.58. Maximum drawdown during holding period: β20.9%.
π₯ Exceptional β beat the S&P 500 by 113.7% per year on this position.
32 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 28 add/trim decisions correct
Best entry: $80.10 (2004 Q2) Β· Worst: $4290.24 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 13 trims. Bought during 3 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size