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Luminus Management’s AZZ Inc AZZ Stock Holding History

Luminus 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
2014
Q1 		– Sell
-12,272
Closed -$600K – 134
2013
Q4 		$600K Buy
+12,272
New +$557K 0.03% 123
2013
Q3 		– Sell
-23,720
Closed -$915K – 136
2013
Q2 		$915K Buy
+23,720
New +$1.02M 0.08% 94

Other funds holding AZZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Luminus Management's AZZ Position: Q1 2014 in Review

Luminus Management sold out of AZZ Inc (AZZ) in Q1 2014, closing a stake of 12,272 shares — an estimated $600K sold.

Luminus Management first reported a position in AZZ in Q2 2013 and held it in 2 quarters. The position peaked at $915K in Q2 2013. 157 funds tracked by Wall St. Rank hold AZZ as of Q1 2014.

  • Luminus Management reported no remaining AZZ Inc position as of Q1 2014 after selling out during the quarter.
  • Luminus Management sold 12,272 AZZ Inc shares in Q1 2014, an estimated $600K.
  • Luminus Management first reported a position in AZZ Inc in Q2 2013 and held it in 2 quarters.
  • Luminus Management's AZZ Inc position peaked at $915K in Q2 2013.
  • 157 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2014.

Based on Luminus Management's 13F filing for Q1 2014, filed 15 May 2014.