AMS Capital’s Suzano SUZ Stock Holding History

AMS Capital’s Portfolio SUZ Stock Details SUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,663,741	Closed	-$24.6M	–	15
2022 Q4	$24.6M	Sell	2,663,741 -548,592	-17%	-$5.39M	19.49%	1
2022 Q3	$31.5M	Hold	3,212,333	–	–	19.91%	1
2022 Q2	$30.5M	Sell	3,212,333 -255,556	-7%	-$2.69M	16.09%	1
2022 Q1	$40.3M	Hold	3,467,889	–	–	15.2%	2
2021 Q4	$37.5M	Sell	3,467,889 -150,000	-4%	-$1.45M	8.38%	3
2021 Q3	$36.2M	Buy	3,617,889 +431,963	+14%	+$4.75M	7.62%	3
2021 Q2	$38.4M	Buy	+3,185,926	New	+$39.1M	5.46%	5
2021 Q1	–	Sell	-764,367	Closed	-$8.55M	–	37
2020 Q4	$8.55M	Buy	+764,367	New	+$7.31M	1.68%	19

Other funds holding SUZ

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

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

AMS Capital's SUZ Position: Q1 2023 in Review

AMS Capital sold out of Suzano (SUZ) in Q1 2023, closing a stake of 2,663,741 shares — an estimated $24.6M sold.

AMS Capital first reported a position in SUZ in Q4 2020 and held it in 8 quarters. The position peaked at $40.3M in Q1 2022. 96 funds tracked by Wall St. Rank hold SUZ as of Q1 2023.

AMS Capital reported no remaining Suzano position as of Q1 2023 after selling out during the quarter.
AMS Capital sold 2,663,741 Suzano shares in Q1 2023, an estimated $24.6M.
AMS Capital first reported a position in Suzano in Q4 2020 and held it in 8 quarters.
AMS Capital's Suzano position peaked at $40.3M in Q1 2022.
96 funds tracked by Wall St. Rank held Suzano as of Q1 2023.

Based on AMS Capital's 13F filing for Q1 2023, filed 8 May 2023.