SGI
AZZ icon

Summit Global Investments’s AZZ Inc AZZ Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-5,370
Closed -$440K – 438
2024
Q4 		$440K Buy
5,370
+2,081
+63% +$176K 0.03% 382
2024
Q3 		$272K Buy
+3,289
New +$260K 0.02% 436
2023
Q2 		– Sell
-16,300
Closed -$672K – 539
2023
Q1 		$672K Hold
16,300
– – 0.05% 305
2022
Q4 		$655K Buy
16,300
+3,200
+24% +$126K 0.06% 270
2022
Q3 		$478K Hold
13,100
– – 0.04% 322
2022
Q2 		$535K Buy
13,100
+6,300
+93% +$283K 0.05% 301
2022
Q1 		$328K Buy
+6,800
New +$337K 0.02% 397
2017
Q2 		– Sell
-6,700
Closed -$399K – 239
2017
Q1 		$399K Hold
6,700
– – 0.13% 186
2016
Q4 		$428K Buy
+6,700
New +$404K 0.16% 148

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Summit Global Investments's AZZ Position: Q1 2025 in Review

Summit Global Investments sold out of AZZ Inc (AZZ) in Q1 2025, closing a stake of 5,370 shares — an estimated $440K sold.

Summit Global Investments first reported a position in AZZ in Q4 2016 and held it in 9 quarters. The position peaked at $672K in Q1 2023. 236 funds tracked by Wall St. Rank hold AZZ as of Q1 2025.

  • Summit Global Investments reported no remaining AZZ Inc position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 5,370 AZZ Inc shares in Q1 2025, an estimated $440K.
  • Summit Global Investments first reported a position in AZZ Inc in Q4 2016 and held it in 9 quarters.
  • Summit Global Investments's AZZ Inc position peaked at $672K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.