Jacobs Levy Equity Management
AZZ icon

Jacobs Levy Equity Management’s AZZ Inc AZZ Stock Holding History

Jacobs Levy Equity 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
2024
Q3 		– Sell
-9,439
Closed -$729K – 959
2024
Q2 		$729K Buy
+9,439
New +$738K ﹤0.01% 792
2023
Q4 		– Sell
-6,091
Closed -$278K – 974
2023
Q3 		$278K Sell
6,091
-3,390
-36% -$155K ﹤0.01% 886
2023
Q2 		$412K Hold
9,481
– – ﹤0.01% 847
2023
Q1 		$391K Sell
9,481
-5,578
-37% -$229K ﹤0.01% 832
2022
Q4 		$605K Buy
+15,059
New +$592K ﹤0.01% 756
2013
Q4 		– Sell
-63,792
Closed -$2.67M – 940
2013
Q3 		$2.67M Sell
63,792
-113,688
-64% -$4.38M 0.05% 379
2013
Q2 		$6.84M Buy
+177,480
New +$7.61M 0.12% 223

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Jacobs Levy Equity Management's AZZ Position: Q3 2024 in Review

Jacobs Levy Equity Management sold out of AZZ Inc (AZZ) in Q3 2024, closing a stake of 9,439 shares — an estimated $729K sold.

Jacobs Levy Equity Management first reported a position in AZZ in Q2 2013 and held it in 7 quarters. The position peaked at $6.84M in Q2 2013. 255 funds tracked by Wall St. Rank hold AZZ as of Q3 2024.

  • Jacobs Levy Equity Management reported no remaining AZZ Inc position as of Q3 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 9,439 AZZ Inc shares in Q3 2024, an estimated $729K.
  • Jacobs Levy Equity Management first reported a position in AZZ Inc in Q2 2013 and held it in 7 quarters.
  • Jacobs Levy Equity Management's AZZ Inc position peaked at $6.84M in Q2 2013.
  • 255 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2024, filed 14 Nov 2024.