Number of Shares
4,257.00
Current Holdings Value*
$355,930.00
% of Portfolio
1.66%
Total Estimate Gain
$257,027.75
% of Total Estimate Gain
112.73%

KENNEDY CAPITAL SMALL CAP VALUE FUND's AZZ Inc Holding Summary

As of 2025-03-31, Investment Managers Series Trust II held 4,257.00 shares of AZZ Inc(AZZ), totaling $355,930.00. This investment constitutes 1.66% of their stock portfolio, and Investment Managers Series Trust II now holds 0.01% of the outstanding AZZ Inc(AZZ) stock.

The initial trade took place in 2023Q2. And since then KENNEDY CAPITAL SMALL CAP VALUE FUND has made 7 purchases of AZZ, at an average price of $51.32, for a total of 4,443.00 shares. In addition, there have been 1 sales at an average price of $78.18 for 186.00 shares. Based on historical transaction data and AZZ's current price of $110.52, KENNEDY CAPITAL SMALL CAP VALUE FUND's estimated gain on his AZZ holdings is $257,027.75, reflecting a 112.73% gain to date.

KENNEDY CAPITAL SMALL CAP VALUE FUND AZZ ($110.52) Holding Chart

KENNEDY CAPITAL SMALL CAP VALUE FUND AZZ ($110.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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