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AZZ icon

Simplicity Solutions’s AZZ Inc AZZ Stock Holding History

Simplicity Solutions’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
2021
Q3 		– Sell
-5,708
Closed -$296K – 581
2021
Q2 		$296K Buy
5,708
+320
+6% +$16.8K 0.06% 387
2021
Q1 		$271K Sell
5,388
-258
-5% -$13.1K 0.06% 381
2020
Q4 		$268K Sell
5,646
-600
-10% -$24.3K ﹤0.01% 811
2020
Q3 		$213K Buy
6,246
+374
+6% +$12.4K ﹤0.01% 809
2020
Q2 		$202K Buy
+5,872
New +$180K ﹤0.01% 837

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Solutions's AZZ Position: Q3 2021 in Review

Simplicity Solutions sold out of AZZ Inc (AZZ) in Q3 2021, closing a stake of 5,708 shares — an estimated $296K sold.

Simplicity Solutions first reported a position in AZZ in Q2 2020 and held it in 5 quarters. The position peaked at $296K in Q2 2021. 174 funds tracked by Wall St. Rank hold AZZ as of Q3 2021.

  • Simplicity Solutions reported no remaining AZZ Inc position as of Q3 2021 after selling out during the quarter.
  • Simplicity Solutions sold 5,708 AZZ Inc shares in Q3 2021, an estimated $296K.
  • Simplicity Solutions first reported a position in AZZ Inc in Q2 2020 and held it in 5 quarters.
  • Simplicity Solutions's AZZ Inc position peaked at $296K in Q2 2021.
  • 174 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2021.

Based on Simplicity Solutions's 13F filing for Q3 2021, filed 9 Nov 2021.