BCA
AZZ icon

Berman Capital Advisors’s AZZ Inc AZZ Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$4K Buy
80
+37
+86% +$1.95K ﹤0.01% 1467
2021
Q2 		$2K Hold
43
– – ﹤0.01% 1557
2021
Q1 		$2K Hold
43
– – ﹤0.01% 1474
2020
Q4 		$2K Hold
43
– – ﹤0.01% 1370
2020
Q3 		$1K Buy
+43
New +$1.43K ﹤0.01% 1402
2020
Q1 		– Sell
-49
Closed -$1.88K – 1463
2019
Q4 		$2K Hold
49
– – ﹤0.01% 1168
2019
Q3 		$2K Hold
49
– – ﹤0.01% 1147
2019
Q2 		$2K Hold
49
– – ﹤0.01% 1159
2019
Q1 		$2K Hold
49
– – ﹤0.01% 1061
2018
Q4 		$1K Buy
+49
New +$2.21K ﹤0.01% 951

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's AZZ Position: Q3 2021 in Review

Berman Capital Advisors increased its AZZ Inc (AZZ) stake by 86% in Q3 2021, buying an estimated $1.95K and bringing the position to 80 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Berman Capital Advisors first reported a position in AZZ in Q4 2018 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold AZZ as of Q3 2021.

  • Berman Capital Advisors held 80 shares of AZZ Inc worth $4K as of Q3 2021.
  • Berman Capital Advisors bought 37 AZZ Inc shares in Q3 2021, an estimated $1.95K.
  • AZZ Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1467 holding.
  • Berman Capital Advisors first reported a position in AZZ Inc in Q4 2018 and has held it in 10 quarters since.
  • 174 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.