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Ruggaard & Associates’s AZZ Inc AZZ Stock Holding History

Ruggaard & Associates’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
2023
Q3 		– Sell
-5,800
Closed -$252K – 109
2023
Q2 		$252K Hold
5,800
– – 0.15% 93
2023
Q1 		$239K Buy
+5,800
New +$238K 0.15% 91

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ruggaard & Associates's AZZ Position: Q3 2023 in Review

Ruggaard & Associates sold out of AZZ Inc (AZZ) in Q3 2023, closing a stake of 5,800 shares — an estimated $252K sold.

Ruggaard & Associates first reported a position in AZZ in Q1 2023 and held it in 2 quarters. The position peaked at $252K in Q2 2023. 180 funds tracked by Wall St. Rank hold AZZ as of Q3 2023.

  • Ruggaard & Associates reported no remaining AZZ Inc position as of Q3 2023 after selling out during the quarter.
  • Ruggaard & Associates sold 5,800 AZZ Inc shares in Q3 2023, an estimated $252K.
  • Ruggaard & Associates first reported a position in AZZ Inc in Q1 2023 and held it in 2 quarters.
  • Ruggaard & Associates's AZZ Inc position peaked at $252K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2023.

Based on Ruggaard & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.