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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return