Evercore Wealth Management’s AZZ Inc AZZ Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-650	Closed	-$33K	–	389
2017 Q4	$33K	Hold	650	–	–	﹤0.01%	637
2017 Q3	$32K	Hold	650	–	–	﹤0.01%	628
2017 Q2	$36K	Hold	650	–	–	﹤0.01%	622
2017 Q1	$39K	Sell	650 -50	-7%	-$2.95K	﹤0.01%	635
2016 Q4	$45K	Sell	700 -235	-25%	-$14.2K	﹤0.01%	626
2016 Q3	$61K	Hold	935	–	–	﹤0.01%	565
2016 Q2	$56K	Hold	935	–	–	﹤0.01%	558
2016 Q1	$53K	Hold	935	–	–	﹤0.01%	552
2015 Q4	$52K	Buy	+935	New	+$52.2K	﹤0.01%	587

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Evercore Wealth Management's AZZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of AZZ Inc (AZZ) in Q1 2018, closing a stake of 650 shares — an estimated $33K sold.

Evercore Wealth Management first reported a position in AZZ in Q4 2015 and held it in 9 quarters. The position peaked at $61K in Q3 2016. 148 funds tracked by Wall St. Rank hold AZZ as of Q1 2018.

Evercore Wealth Management reported no remaining AZZ Inc position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 650 AZZ Inc shares in Q1 2018, an estimated $33K.
Evercore Wealth Management first reported a position in AZZ Inc in Q4 2015 and held it in 9 quarters.
Evercore Wealth Management's AZZ Inc position peaked at $61K in Q3 2016.
148 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.