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Isthmus Partners’s AZZ Inc AZZ Stock Holding History

Isthmus 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
2025
Q1 		– Sell
-18,316
Closed -$1.5M – 212
2024
Q4 		$1.5M Sell
18,316
-32,776
-64% -$2.77M 0.18% 109
2024
Q3 		$4.22M Sell
51,092
-11,952
-19% -$945K 0.5% 50
2024
Q2 		$4.87M Sell
63,044
-1,705
-3% -$133K 0.57% 50
2024
Q1 		$5.01M Buy
64,749
+10,432
+19% +$705K 0.57% 50
2023
Q4 		$3.16M Buy
54,317
+110
+0.2% +$5.41K 0.41% 54
2023
Q3 		$2.47M Buy
54,207
+692
+1% +$31.7K 0.36% 58
2023
Q2 		$2.33M Buy
53,515
+17,542
+49% +$674K 0.32% 68
2023
Q1 		$1.48M Buy
+35,973
New +$1.47M 0.21% 98

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Isthmus Partners's AZZ Position: Q1 2025 in Review

Isthmus Partners sold out of AZZ Inc (AZZ) in Q1 2025, closing a stake of 18,316 shares — an estimated $1.5M sold.

Isthmus Partners first reported a position in AZZ in Q1 2023 and held it in 8 quarters. The position peaked at $5.01M in Q1 2024. 236 funds tracked by Wall St. Rank hold AZZ as of Q1 2025.

  • Isthmus Partners reported no remaining AZZ Inc position as of Q1 2025 after selling out during the quarter.
  • Isthmus Partners sold 18,316 AZZ Inc shares in Q1 2025, an estimated $1.5M.
  • Isthmus Partners first reported a position in AZZ Inc in Q1 2023 and held it in 8 quarters.
  • Isthmus Partners's AZZ Inc position peaked at $5.01M in Q1 2024.
  • 236 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2025.

Based on Isthmus Partners's 13F filing for Q1 2025, filed 1 May 2025.