Carmel Capital Partners’s AZZ Inc AZZ Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-471	Closed	-$21.5K	–	191
2023 Q3	$21.5K	Buy	+471	New	+$21.6K	0.01%	338

Other funds holding AZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmel Capital Partners's AZZ Position: Q4 2023 in Review

Carmel Capital Partners sold out of AZZ Inc (AZZ) in Q4 2023, closing a stake of 471 shares — an estimated $21.5K sold.

Carmel Capital Partners first reported a position in AZZ in Q3 2023 and held it in 1 quarter. The position peaked at $21.5K in Q3 2023. 193 funds tracked by Wall St. Rank hold AZZ as of Q4 2023.

Carmel Capital Partners reported no remaining AZZ Inc position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 471 AZZ Inc shares in Q4 2023, an estimated $21.5K.
Carmel Capital Partners first reported a position in AZZ Inc in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's AZZ Inc position peaked at $21.5K in Q3 2023.
193 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.