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USA Financial Formulas’s AZZ Inc AZZ Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-284
Closed -$21.9K – 275
2024
Q2 		$21.9K Sell
284
-679
-71% -$53.1K ﹤0.01% 267
2024
Q1 		$74.5K Buy
+963
New +$65K 0.01% 213
2016
Q1 		– Sell
-5,606
Closed -$312K – 73
2015
Q4 		$312K Buy
+5,606
New +$313K 0.13% 78

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

USA Financial Formulas's AZZ Position: Q3 2024 in Review

USA Financial Formulas sold out of AZZ Inc (AZZ) in Q3 2024, closing a stake of 284 shares — an estimated $21.9K sold.

USA Financial Formulas first reported a position in AZZ in Q4 2015 and held it in 3 quarters. The position peaked at $312K in Q4 2015. 255 funds tracked by Wall St. Rank hold AZZ as of Q3 2024.

  • USA Financial Formulas reported no remaining AZZ Inc position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 284 AZZ Inc shares in Q3 2024, an estimated $21.9K.
  • USA Financial Formulas first reported a position in AZZ Inc in Q4 2015 and held it in 3 quarters.
  • USA Financial Formulas's AZZ Inc position peaked at $312K in Q4 2015.
  • 255 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.