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Medina Value Partners’s AZZ Inc AZZ Stock Holding History

Medina Value 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
2024
Q1 		– Sell
-170,694
Closed -$9.92M – 13
2023
Q4 		$9.92M Buy
170,694
+39,214
+30% +$1.93M 6.11% 7
2023
Q3 		$5.99M Buy
+131,480
New +$6.02M 3.87% 12

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Medina Value Partners's AZZ Position: Q1 2024 in Review

Medina Value Partners sold out of AZZ Inc (AZZ) in Q1 2024, closing a stake of 170,694 shares — an estimated $9.92M sold.

Medina Value Partners first reported a position in AZZ in Q3 2023 and held it in 2 quarters. The position peaked at $9.92M in Q4 2023. 208 funds tracked by Wall St. Rank hold AZZ as of Q1 2024.

  • Medina Value Partners reported no remaining AZZ Inc position as of Q1 2024 after selling out during the quarter.
  • Medina Value Partners sold 170,694 AZZ Inc shares in Q1 2024, an estimated $9.92M.
  • Medina Value Partners first reported a position in AZZ Inc in Q3 2023 and held it in 2 quarters.
  • Medina Value Partners's AZZ Inc position peaked at $9.92M in Q4 2023.
  • 208 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2024.

Based on Medina Value Partners's 13F filing for Q1 2024, filed 15 May 2024.