Wintrust Investments’s AZZ Inc AZZ Stock Holding History

Wintrust 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
2024 Q4	–	Sell	-279	Closed	-$23K	–	421
2024 Q3	$23K	Buy	+279	New	+$22.1K	0.02%	450

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Wintrust Investments's AZZ Position: Q4 2024 in Review

Wintrust Investments sold out of AZZ Inc (AZZ) in Q4 2024, closing a stake of 279 shares — an estimated $23K sold.

Wintrust Investments first reported a position in AZZ in Q3 2024 and held it in 1 quarter. The position peaked at $23K in Q3 2024. 235 funds tracked by Wall St. Rank hold AZZ as of Q4 2024.

Wintrust Investments reported no remaining AZZ Inc position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 279 AZZ Inc shares in Q4 2024, an estimated $23K.
Wintrust Investments first reported a position in AZZ Inc in Q3 2024 and held it in 1 quarter.
Wintrust Investments's AZZ Inc position peaked at $23K in Q3 2024.
235 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.