MCM
AZUL

McKinley Capital Management’s Azul AZUL Stock Holding History

McKinley 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
2020
Q2 		– Sell
-14,813
Closed -$151K – 189
2020
Q1 		$151K Sell
14,813
-689
-4% -$21.8K 0.01% 185
2019
Q4 		$663K Sell
15,502
-4,740
-23% -$182K 0.04% 166
2019
Q3 		$725K Sell
20,242
-4,579
-18% -$171K 0.05% 139
2019
Q2 		$830K Sell
24,821
-1,383
-5% -$40.1K 0.05% 164
2019
Q1 		$766K Buy
+26,204
New +$783K 0.06% 143

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Capital Management's AZUL Position: Q2 2020 in Review

McKinley Capital Management sold out of Azul (AZUL) in Q2 2020, closing a stake of 14,813 shares — an estimated $151K sold.

McKinley Capital Management first reported a position in AZUL in Q1 2019 and held it in 5 quarters. The position peaked at $830K in Q2 2019. 80 funds tracked by Wall St. Rank hold AZUL as of Q2 2020.

  • McKinley Capital Management reported no remaining Azul position as of Q2 2020 after selling out during the quarter.
  • McKinley Capital Management sold 14,813 Azul shares in Q2 2020, an estimated $151K.
  • McKinley Capital Management first reported a position in Azul in Q1 2019 and held it in 5 quarters.
  • McKinley Capital Management's Azul position peaked at $830K in Q2 2019.
  • 80 funds tracked by Wall St. Rank held Azul as of Q2 2020.

Based on McKinley Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.