Hood River Capital Management’s Azul AZUL Stock Holding History

Hood River Capital Management’s Portfolio AZUL Stock Details AZUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,485,222	Closed	-$29.8M	–	148
2021 Q3	$29.8M	Buy	1,485,222 +783,816	+112%	+$17.2M	0.92%	36
2021 Q2	$18.5M	Sell	701,406 -313,968	-31%	-$7.49M	0.55%	66
2021 Q1	$20.5M	Sell	1,015,374 -1,273,377	-56%	-$27.8M	0.66%	65
2020 Q4	$52.2M	Buy	2,288,751 +783,792	+52%	+$14M	1.73%	13
2020 Q3	$19.8M	Buy	+1,504,959	New	+$19.3M	0.86%	45
2020 Q1	–	Sell	-681,747	Closed	-$29.2M	–	102
2019 Q4	$29.2M	Buy	681,747 +115,841	+20%	+$4.46M	1.26%	29
2019 Q3	$20.3M	Buy	+565,906	New	+$21.2M	1.04%	40

Other funds holding AZUL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

TCP

ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

Hood River Capital Management's AZUL Position: Q4 2021 in Review

Hood River Capital Management sold out of Azul (AZUL) in Q4 2021, closing a stake of 1,485,222 shares — an estimated $29.8M sold.

Hood River Capital Management first reported a position in AZUL in Q3 2019 and held it in 7 quarters. The position peaked at $52.2M in Q4 2020. 90 funds tracked by Wall St. Rank hold AZUL as of Q4 2021.

Hood River Capital Management reported no remaining Azul position as of Q4 2021 after selling out during the quarter.
Hood River Capital Management sold 1,485,222 Azul shares in Q4 2021, an estimated $29.8M.
Hood River Capital Management first reported a position in Azul in Q3 2019 and held it in 7 quarters.
Hood River Capital Management's Azul position peaked at $52.2M in Q4 2020.
90 funds tracked by Wall St. Rank held Azul as of Q4 2021.

Based on Hood River Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.