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Alpine Woods Capital Investors’s AZZ Inc AZZ Stock Holding History

Alpine Woods Capital Investors’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,121
Closed -$317K – 478
2015
Q2 		$317K Sell
6,121
-1,240
-17% -$60.3K 0.02% 381
2015
Q1 		$343K Buy
7,361
+2,641
+56% +$116K 0.02% 362
2014
Q4 		$221K Buy
+4,720
New +$213K 0.01% 410

Other funds holding AZZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Alpine Woods Capital Investors's AZZ Position: Q3 2015 in Review

Alpine Woods Capital Investors sold out of AZZ Inc (AZZ) in Q3 2015, closing a stake of 6,121 shares — an estimated $317K sold.

Alpine Woods Capital Investors first reported a position in AZZ in Q4 2014 and held it in 3 quarters. The position peaked at $343K in Q1 2015. 160 funds tracked by Wall St. Rank hold AZZ as of Q3 2015.

  • Alpine Woods Capital Investors reported no remaining AZZ Inc position as of Q3 2015 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 6,121 AZZ Inc shares in Q3 2015, an estimated $317K.
  • Alpine Woods Capital Investors first reported a position in AZZ Inc in Q4 2014 and held it in 3 quarters.
  • Alpine Woods Capital Investors's AZZ Inc position peaked at $343K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2015.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2015, filed 9 Nov 2015.